Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$939K Sell
2025
Q1
$715K Buy
2024
Q4
$662K Buy
2024
Q3
$481K Buy
2024
Q2
$508K Sell
2024
Q1
$435K Buy
2023
Q4
$324K Buy
2023
Q3
$253K Buy