Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$970K Buy
2025
Q1
$604K Buy
2024
Q4
$744K Sell
2024
Q3
$892K Buy
2024
Q2
$807K Hold
2024
Q1
$590K Hold
2023
Q4
$323K Buy
2023
Q2
$276K Buy