Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.02M Buy
2024
Q4
$657K Buy
2024
Q3
$674K Buy
2024
Q2
$556K Buy
2024
Q1
$338K Sell
2023
Q4
$376K Sell
2023
Q3
$449K Buy
2023
Q2
$437K Buy
2023
Q1
$372K Sell
2022
Q4
$371K Buy
2022
Q3
Sell
2022
Q2
$217K Buy