Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$617K Buy
2025
Q1
$684K Sell
2024
Q4
$586K Sell
2024
Q3
$777K Sell
2024
Q2
$1.43M Buy
2024
Q1
$1.21M Buy
2023
Q4
$934K Buy
2022
Q4
$529K Buy
2022
Q3
$396K Buy