Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$596K Sell
2025
Q1
$884K Sell
2024
Q4
$935K Buy
2024
Q3
$964K Buy
2024
Q2
$612K Buy
2024
Q1
$346K Buy
2023
Q4
$312K Buy
2023
Q3
$244K Buy
2023
Q2
$208K Buy