Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$727K Buy
2025
Q1
$489K Buy
2024
Q4
$425K Sell
2024
Q3
$609K Buy
2024
Q2
$578K Sell
2024
Q1
$546K Buy
2023
Q4
$448K Buy
2023
Q3
$329K Sell
2023
Q2
$455K Buy
2023
Q1
$313K Sell
2022
Q4
$348K Sell
2022
Q3
$348K Buy
2022
Q2
$257K Buy
2022
Q1
$283K Buy
2021
Q4
$300K Buy