Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$536K Sell
2024
Q4
$668K Buy
2024
Q3
$680K Sell
2024
Q2
$803K Buy
2024
Q1
$849K Buy
2023
Q4
$710K Sell
2023
Q3
$707K Buy
2023
Q2
$604K Buy
2023
Q1
$552K Buy
2022
Q4
$498K Buy
2022
Q3
$303K Buy
2022
Q2
$270K Buy