Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$724K Buy
2025
Q1
$666K Sell
2024
Q4
$899K Buy
2024
Q3
$755K Sell
2024
Q2
$943K Buy
2024
Q1
$1.06M Sell
2023
Q4
$922K Buy
2023
Q3
$545K Buy
2023
Q2
$470K Buy
2023
Q1
$396K Buy
2022
Q4
$340K Buy
2022
Q3
$249K Buy
2022
Q2
$201K Buy