Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$762K Buy
2025
Q1
$771K Buy
2024
Q4
$432K Sell
2024
Q3
$532K Sell
2024
Q2
$610K Sell
2024
Q1
$797K Buy
2023
Q4
$1.16M Buy