Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Sell
2025
Q1
$1.07M Buy
2024
Q4
$636K Hold
2024
Q3
$670K Buy
2024
Q2
$732K Hold
2024
Q1
$679K Buy
2023
Q4
$579K Hold
2023
Q3
$566K Hold
2023
Q2
$531K Hold
2023
Q1
$506K Buy
2022
Q4
$275K Sell
2022
Q3
$317K Sell
2022
Q2
$708K Buy
2022
Q1
$564K Buy