Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$429K Buy
2025
Q1
$423K Buy
2024
Q4
$382K Buy
2024
Q3
$310K Buy
2024
Q2
$295K Buy
2024
Q1
$311K Sell
2023
Q4
$295K Buy
2023
Q3
$253K Buy
2023
Q2
$251K Buy
2023
Q1
$238K Buy
2022
Q4
$219K Buy
2022
Q3
Sell
2022
Q2
$207K Buy