Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$974K Sell
2024
Q4
$1.02M Buy
2024
Q3
$938K Buy
2024
Q2
$437K Sell
2024
Q1
$1.16M Buy
2023
Q4
$390K Buy