Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Sell
2025
Q1
$1.18M Buy
2024
Q4
$1.2M Buy
2024
Q3
$1.06M Buy
2024
Q2
$880K Buy
2024
Q1
$778K Buy
2023
Q4
$677K Sell
2023
Q3
$808K Buy
2023
Q2
$778K Sell
2023
Q1
$730K Sell
2022
Q4
$709K Sell
2022
Q3
$667K Sell
2022
Q2
$625K Buy
2022
Q1
$763K Buy
2021
Q4
$688K Buy