Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Buy
2024
Q4
$894K Buy
2024
Q3
$734K Buy
2024
Q2
$632K Buy
2024
Q1
$258K Buy
2023
Q4
Sell
2023
Q3
$730K Sell
2023
Q2
$826K Buy
2023
Q1
$672K Buy
2022
Q4
$554K Buy
2022
Q3
$429K Sell
2022
Q2
$537K Buy
2022
Q1
$290K Buy