Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$712K Buy
2025
Q1
$580K Buy
2024
Q4
$512K Sell
2024
Q3
$523K Buy
2024
Q2
$407K Buy
2024
Q1
$448K Buy
2023
Q4
$384K Buy
2023
Q3
$321K Buy