Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$606K Sell
2025
Q1
$986K Buy
2024
Q4
$248K Buy
2024
Q2
Sell
2024
Q1
$641K Buy
2023
Q4
Sell
2023
Q3
$1.15M Buy
2023
Q2
$741K Buy