Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$617K Sell
2025
Q1
$842K Buy
2024
Q4
$751K Buy
2024
Q3
$243K Hold
2024
Q2
$299K Hold
2024
Q1
$283K Hold
2023
Q4
$221K Buy