Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$500K Buy
2025
Q1
$311K Buy
2024
Q4
$276K Buy
2024
Q3
$214K Sell
2024
Q2
$256K Buy
2024
Q1
$180K Buy
2023
Q4
$158K Buy
2023
Q3
$151K Buy