Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$764K Sell
2025
Q1
$952K Sell
2024
Q4
$1.05M Buy
2024
Q3
$339K Buy
2024
Q2
$334K Buy
2024
Q1
$283K Buy
2023
Q4
$263K Buy
2023
Q3
$256K Buy
2023
Q2
$184K Buy
2022
Q1
Sell
2021
Q4
$179K Buy