Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$621K Buy
2025
Q1
$377K Buy
2024
Q4
$455K Sell
2024
Q3
$461K Buy
2024
Q2
$192K Buy
2024
Q1
Sell
2023
Q4
$312K Buy
2023
Q3
$141K Buy
2023
Q2
$151K Buy