Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$626K Sell
2025
Q1
$814K Buy
2024
Q4
$875K Sell
2024
Q3
$1.1M Sell
2024
Q2
$1.29M Buy
2024
Q1
$1.34M Buy
2023
Q4
$698K Buy
2023
Q3
$462K Buy
2023
Q2
$471K Buy
2023
Q1
$266K Buy