Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.09M Buy
2025
Q1
$759K Hold
2024
Q4
$671K Sell
2024
Q3
$713K Sell
2024
Q2
$637K Buy
2024
Q1
$447K Sell
2023
Q4
$404K Buy