Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$681K Sell
2025
Q1
$670K Buy
2024
Q4
$538K Buy
2024
Q3
$490K Sell
2024
Q2
$458K Buy
2024
Q1
$440K Buy
2023
Q4
$426K Sell
2023
Q3
$378K Buy
2023
Q2
$400K Buy
2023
Q1
$351K Buy