Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$508K Sell
2025
Q1
$31.3M Buy
2024
Q4
$478K Hold
2024
Q3
$492K Hold
2024
Q2
$572K Hold
2024
Q1
$473K Hold
2023
Q4
$317K Hold
2023
Q3
$286K Hold
2023
Q2
$224K Buy