Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$688K Buy
2025
Q1
$628K Sell
2024
Q4
$643K Sell
2024
Q3
$887K Buy
2024
Q2
$955K Buy
2024
Q1
$846K Buy
2023
Q4
$813K Buy
2023
Q3
$780K Buy
2023
Q2
$653K Buy
2023
Q1
$324K Buy
2022
Q4
Sell
2022
Q3
$211K Buy