Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$645K Sell
2025
Q1
$496K Sell
2024
Q4
$489K Sell
2024
Q3
$4.6M Buy
2024
Q2
$3.97M Buy
2024
Q1
$3.23M Buy
2023
Q4
$2.69M Buy
2023
Q3
$1.6M Buy