Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$809K Buy
2025
Q1
$899K Buy
2024
Q4
$748K Sell
2024
Q3
$801K Sell
2024
Q2
$925K Buy
2024
Q1
$920K Sell
2023
Q4
$968K Sell
2023
Q3
$1.39M Buy
2023
Q2
$792K Buy