Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$725K Buy
2025
Q1
$630K Buy
2024
Q4
$646K Buy
2024
Q3
$496K Buy
2024
Q2
$433K Buy
2024
Q1
$369K Buy
2023
Q4
$296K Sell
2023
Q3
$219K Buy
2023
Q2
$232K Buy
2023
Q1
$215K Buy