Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$811K Buy
2025
Q1
$738K Sell
2024
Q4
$768K Sell
2024
Q3
$1.3M Buy
2024
Q2
$1.26M Buy
2024
Q1
$1.47M Buy
2023
Q4
$1.44M Buy
2023
Q3
$918K Sell
2023
Q2
$864K Buy
2023
Q1
$784K Buy
2022
Q4
$682K Buy
2022
Q3
$554K Buy
2022
Q2
$593K Buy