Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.08M Buy
2025
Q1
$620K Buy
2024
Q4
Sell
2024
Q3
$200K Buy
2024
Q2
Sell
2024
Q1
$344K Buy
2023
Q4
$268K Buy
2023
Q3
$269K Buy
2023
Q2
$278K Sell
2023
Q1
$306K Buy
2022
Q4
$272K Buy
2022
Q3
$219K Buy
2022
Q2
$224K Buy