Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$681K Buy
2025
Q1
$538K Sell
2024
Q4
$832K Buy
2024
Q3
$706K Sell
2024
Q2
$951K Buy
2024
Q1
$912K Buy
2023
Q4
$717K Buy
2023
Q3
$635K Buy
2023
Q2
$389K Buy
2023
Q1
$169K Buy
2022
Q4
$86.8K Sell
2022
Q3
$757K Buy