Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$847K Buy
2025
Q1
$794K Sell
2024
Q4
$766K Buy
2024
Q3
$518K Buy
2024
Q2
$447K Buy
2024
Q1
$412K Buy
2023
Q4
$359K Buy