Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$863K Sell
2025
Q1
$651K Buy
2024
Q4
$745K Buy
2024
Q3
$631K Buy
2024
Q2
$546K Buy
2024
Q1
$356K Buy
2023
Q3
Sell
2023
Q2
$416K Buy
2019
Q4
Sell
2019
Q3
$2K Buy