Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$756K Sell
2024
Q4
$848K Sell
2024
Q3
$1.02M Sell
2024
Q2
$1.18M Buy
2024
Q1
$1.36M Buy
2023
Q4
$1.48M Hold
2023
Q3
$1.15M Buy
2023
Q2
$925K Buy
2023
Q1
$887K Buy
2022
Q4
$710K Buy
2022
Q3
$504K Buy
2022
Q2
$338K Buy
2022
Q1
$227K Buy