Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$462K Sell
2025
Q1
$1.06M Buy
2024
Q4
$1.03M Buy
2024
Q3
$1M Sell
2024
Q2
$1.12M Buy
2024
Q1
$1.19M Buy
2023
Q4
$1.01M Buy
2023
Q3
$884K Sell
2023
Q2
$832K Sell
2023
Q1
$905K Sell
2022
Q4
$857K Buy
2022
Q3
$728K Sell
2022
Q2
$769K Buy