Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$652K Buy
2025
Q1
$637K Buy
2024
Q4
$513K Sell
2024
Q3
$510K Sell
2024
Q2
$445K Buy
2024
Q1
$396K Buy
2023
Q4
$377K Buy
2023
Q3
$337K Buy
2023
Q2
$355K Buy
2023
Q1
$416K Buy
2022
Q4
$398K Buy