Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$894K Sell
2025
Q1
$760K Buy
2024
Q4
$747K Buy
2024
Q3
$737K Sell
2024
Q2
$921K Buy
2024
Q1
$577K Hold
2023
Q4
$577K Buy
2023
Q3
$257K Buy
2023
Q2
$276K Buy