Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$797K Buy
2025
Q1
$412K Buy
2024
Q4
$306K Buy
2024
Q3
$248K Buy
2024
Q2
$140K Buy
2024
Q1
Sell
2023
Q4
$194K Sell
2023
Q3
$214K Sell
2023
Q2
$249K Buy
2023
Q1
$217K Buy
2022
Q4
$196K Buy
2021
Q4
Sell
2021
Q3
$481K Sell
2021
Q2
$584K Buy
2021
Q1
$278K Buy