Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$726K Sell
2025
Q1
$564K Buy
2024
Q4
$629K Buy
2024
Q3
$520K Buy
2024
Q2
$355K Buy
2024
Q1
$300K Buy
2023
Q4
$280K Buy