Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$672K Buy
2025
Q1
$724K Buy
2024
Q4
$713K Buy
2024
Q3
$999K Buy
2024
Q2
$808K Buy
2024
Q1
$707K Buy
2023
Q4
$601K Sell
2023
Q3
$520K Buy
2023
Q2
$316K Buy
2023
Q1
$355K Buy
2022
Q4
$417K Sell
2022
Q3
$339K Sell
2022
Q2
$428K Buy
2022
Q1
$373K Hold
2021
Q4
$352K Buy