Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$821K Buy
2024
Q3
$699K Buy
2024
Q2
$656K Buy
2024
Q1
$668K Sell
2023
Q4
$638K Buy
2023
Q3
$503K Buy
2023
Q2
$431K Buy