Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.05M Sell
2024
Q4
$1.08M Buy
2024
Q3
$1.14M Sell
2024
Q2
$982K Buy
2024
Q1
$990K Buy
2023
Q4
$802K Buy
2023
Q3
$657K Buy
2023
Q2
$778K Buy
2023
Q1
$743K Buy
2022
Q4
$651K Buy
2022
Q3
$468K Buy
2022
Q2
$342K Buy
2022
Q1
$255K Buy