Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$996K Buy
2025
Q1
$847K Sell
2024
Q4
$896K Hold
2024
Q3
$851K Buy
2024
Q2
$721K Buy
2024
Q1
$599K Buy
2023
Q4
$506K Buy
2023
Q3
$380K Buy
2023
Q2
$360K Buy
2023
Q1
$289K Buy
2022
Q4
$219K Buy