Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
2025
Q1
$607K Buy
2024
Q4
$532K Buy
2024
Q3
$548K Buy
2024
Q2
$530K Buy
2024
Q1
$471K Buy
2023
Q4
$429K Sell
2023
Q3
$391K Buy
2023
Q2
$366K Buy