Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$908K Sell
2025
Q1
$1.1M Buy
2024
Q4
$895K Buy
2024
Q3
$921K Buy
2024
Q2
$998K Sell
2024
Q1
$965K Buy
2023
Q4
$925K Buy
2023
Q3
$857K Buy
2023
Q2
$799K Buy
2023
Q1
$750K Buy
2022
Q4
$724K Buy
2022
Q3
$534K Buy
2022
Q2
$547K Buy
2022
Q1
$565K Buy