Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$903K Buy
2025
Q1
$524K Sell
2024
Q4
$860K Buy
2024
Q3
$556K Sell
2024
Q2
$606K Buy
2024
Q1
$251K Sell
2023
Q4
$286K Buy