Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$654K Buy
2025
Q1
$600K Buy
2024
Q4
$625K Buy
2024
Q3
$593K Buy
2024
Q2
$472K Buy
2024
Q1
$488K Buy
2023
Q4
$360K Buy
2023
Q3
$279K Sell
2023
Q2
$406K Buy
2020
Q3
Sell
2020
Q2
$74K Buy