Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$792K Sell
2025
Q1
$969K Buy
2024
Q4
$875K Buy
2024
Q3
$1.03M Buy
2024
Q2
$745K Sell
2024
Q1
$611K Sell
2023
Q4
$615K Buy
2023
Q3
$685K Sell
2023
Q2
$905K Buy
2023
Q1
$886K Buy
2022
Q4
$544K Buy
2022
Q3
$276K Buy
2022
Q2
$252K Buy