Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$598K Buy
2024
Q4
$359K Sell
2024
Q3
$514K Buy
2024
Q2
$457K Buy
2024
Q1
$261K Sell
2023
Q4
$308K Buy
2023
Q3
$202K Buy