Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$566K Buy
2024
Q4
$720K Buy
2024
Q3
$648K Buy
2024
Q2
$435K Buy
2024
Q1
$433K Buy
2023
Q4
$511K Buy
2023
Q3
$256K Buy