Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$749K Buy
2025
Q1
$491K Buy
2024
Q4
$406K Sell
2024
Q3
$533K Buy
2024
Q2
$448K Sell
2024
Q1
$545K Sell
2023
Q4
$762K Buy
2023
Q3
$531K Buy