Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$638K Buy
2025
Q1
$572K Sell
2024
Q4
$619K Sell
2024
Q3
$764K Buy
2024
Q2
$611K Buy
2024
Q1
$564K Buy
2023
Q4
$460K Buy
2023
Q3
$358K Buy