Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$905K Buy
2024
Q4
$722K Buy
2024
Q3
$780K Buy
2024
Q2
$728K Buy
2024
Q1
$735K Buy
2023
Q4
$504K Buy
2023
Q3
$475K Buy
2023
Q2
$435K Buy
2023
Q1
$367K Buy
2022
Q4
$469K Sell
2022
Q3
$405K Buy