Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
2025
Q1
$696K Sell
2024
Q4
$685K Buy
2024
Q3
$663K Buy
2024
Q2
$723K Buy
2024
Q1
$696K Buy
2023
Q4
$604K Buy
2023
Q3
$630K Sell
2023
Q2
$603K Buy
2023
Q1
$553K Buy
2022
Q4
$417K Buy
2022
Q3
$334K Buy
2022
Q2
$318K Buy
2022
Q1
$323K Hold
2021
Q4
$361K Buy