Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$821K Buy
2025
Q1
$651K Buy
2024
Q4
$578K Buy
2024
Q3
$426K Buy
2024
Q2
$262K Buy
2024
Q1
$241K Buy
2023
Q4
$217K Sell
2023
Q3
$285K Buy
2023
Q2
$255K Buy
2023
Q1
$210K Buy
2022
Q4
Sell
2022
Q3
$207K Buy
2022
Q2
Sell
2022
Q1
$826K Buy