Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$1.17M Buy
2024
Q4
$1.14M Buy
2024
Q3
$451K Buy
2024
Q2
$357K Buy
2024
Q1
$281K Buy
2023
Q2
Sell
2023
Q1
$254K Buy