Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$816K Buy
2025
Q1
$787K Buy
2024
Q4
$529K Buy
2024
Q3
$399K Buy
2024
Q2
$354K Buy
2024
Q1
$386K Sell
2023
Q4
$375K Buy
2023
Q3
Sell
2023
Q2
$210K Sell
2023
Q1
$203K Sell
2022
Q4
$237K Buy
2022
Q2
Sell
2022
Q1
$207K Buy
2021
Q4
$236K Buy