Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$913K Buy
2025
Q1
$861K Buy
2024
Q4
$786K Buy
2024
Q3
$671K Buy
2024
Q2
$574K Buy
2024
Q1
$471K Buy
2023
Q4
$423K Sell
2023
Q3
$380K Hold
2023
Q2
$362K Buy
2023
Q1
$330K Buy
2022
Q4
$302K Buy