Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$965K Buy
2025
Q1
$806K Buy
2024
Q4
$805K Buy
2024
Q3
$772K Buy
2024
Q2
$606K Buy
2024
Q1
$509K Buy
2023
Q4
$386K Buy
2023
Q3
$298K Buy
2023
Q2
$279K Buy
2023
Q1
$227K Sell
2022
Q4
$232K Buy
2022
Q3
$171K Buy
2022
Q2
$159K Sell
2022
Q1
$203K Sell
2021
Q4
$197K Buy