Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$795K Buy
2024
Q4
$722K Buy
2024
Q3
$690K Buy
2024
Q2
$608K Buy
2024
Q1
$629K Buy
2023
Q4
$609K Buy
2023
Q3
$589K Buy
2023
Q2
$570K Buy
2023
Q1
$583K Buy
2022
Q4
$587K Buy
2022
Q3
$570K Buy
2022
Q2
$577K Buy