Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$507K Sell
2024
Q4
$605K Sell
2024
Q3
$1.09M Buy
2024
Q2
$668K Sell
2024
Q1
$826K Buy
2023
Q4
$322K Buy
2023
Q3
$209K Buy