Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$995K Buy
2025
Q1
$656K Sell
2024
Q4
$941K Buy
2024
Q3
$870K Buy
2024
Q2
$813K Sell
2024
Q1
$1.25M Buy
2023
Q4
$813K Buy
2023
Q3
$685K Sell
2023
Q2
$957K Sell
2023
Q1
$1.38M Buy
2022
Q4
$863K Buy
2022
Q3
$737K Buy