Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$796K Buy
2024
Q4
$625K Buy
2024
Q3
$673K Sell
2024
Q2
$665K Buy
2024
Q1
$697K Buy
2023
Q4
$466K Buy
2023
Q3
$294K Buy
2023
Q2
$243K Buy