Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$646K Buy
2024
Q4
$831K Buy
2024
Q3
$718K Buy
2024
Q2
$752K Buy
2024
Q1
$860K Sell
2023
Q4
$684K Sell
2023
Q3
$630K Buy
2023
Q2
$501K Sell
2023
Q1
$399K Buy
2022
Q4
$224K Buy