Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$933K Buy
2024
Q4
$665K Buy
2024
Q3
$515K Buy
2024
Q2
$340K Buy
2024
Q1
$238K Buy
2023
Q1
Sell
2022
Q4
$298K Buy