Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$816K Buy
2025
Q1
$635K Sell
2024
Q4
$1.23M Buy
2024
Q3
$552K Buy
2024
Q2
$401K Buy
2024
Q1
$354K Buy
2023
Q4
$484K Buy
2023
Q3
$391K Buy
2023
Q2
$409K Buy
2023
Q1
$315K Sell
2022
Q4
$224K Buy