Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
2025
Q1
$505K Sell
2024
Q4
$675K Buy
2024
Q3
$463K Sell
2024
Q2
$640K Buy
2024
Q1
$474K Buy
2023
Q4
$547K Buy
2023
Q3
$230K Sell
2023
Q2
$270K Buy