Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$626K Buy
2025
Q1
$457K Buy
2024
Q4
$511K Sell
2024
Q3
$526K Buy
2024
Q2
$479K Buy
2024
Q1
$433K Buy
2023
Q4
$317K Sell
2023
Q3
$244K Buy
2023
Q2
$207K Buy