Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$841K Hold
2025
Q1
$970K Sell
2024
Q4
$985K Buy
2024
Q3
$877K Buy
2024
Q2
$906K Buy
2024
Q1
$919K Buy
2023
Q4
$696K Hold
2023
Q3
$612K Hold
2023
Q2
$648K Sell
2023
Q1
$592K Hold
2022
Q4
$479K Hold
2022
Q3
$419K Hold
2022
Q2
$428K Buy