Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$944K Buy
2025
Q1
$914K Buy
2024
Q4
$581K Buy
2024
Q3
$532K Buy
2024
Q2
$456K Buy
2024
Q1
Sell
2023
Q4
$263K Buy
2023
Q1
Sell
2022
Q4
$236K Sell
2022
Q3
$213K Sell
2022
Q2
$800K Sell
2022
Q1
$748K Buy
2021
Q4
$708K Sell
2021
Q3
$620K Buy
2021
Q2
$711K Buy