Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$614K Sell
2025
Q1
$651K Buy
2024
Q4
$570K Buy
2024
Q3
$529K Buy
2024
Q2
$506K Buy
2024
Q1
$494K Sell
2023
Q4
$436K Buy
2023
Q3
$389K Buy
2023
Q2
$370K Sell
2023
Q1
$387K Buy
2022
Q4
$345K Buy