Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$807K Hold
2024
Q4
$907K Buy
2024
Q3
$811K Buy
2024
Q2
$596K Buy
2022
Q1
Sell
2021
Q4
$941K Buy