Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$646K Buy
2025
Q1
$566K Buy
2024
Q4
$541K Buy
2024
Q3
$414K Buy
2024
Q2
$352K Buy
2024
Q1
$368K Buy
2023
Q4
$358K Buy
2023
Q3
$360K Sell
2023
Q2
$413K Sell
2023
Q1
$432K Sell
2022
Q4
$406K Buy
2022
Q3
$326K Buy
2022
Q2
$335K Buy
2022
Q1
$356K Buy
2021
Q4
$385K Buy
2021
Q3
$301K Buy
2021
Q2
$283K Buy
2021
Q1
$257K Buy