Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$865K Buy
2025
Q1
$235K Sell
2024
Q4
$281K Buy
2024
Q3
$257K Buy
2024
Q2
$82K Sell
2024
Q1
$274K Sell
2023
Q4
$409K Buy
2023
Q3
$142K Buy