Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
2025
Q1
$632K Buy
2024
Q4
$664K Buy
2024
Q3
$577K Buy
2024
Q2
$550K Sell
2024
Q1
$632K Buy
2023
Q4
$563K Buy
2023
Q3
$496K Sell
2023
Q2
$529K Buy
2023
Q1
$502K Buy
2022
Q4
$461K Buy
2022
Q3
$394K Buy
2022
Q2
$406K Sell
2022
Q1
$458K Buy
2021
Q4
$445K Buy