Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$946K Sell
2024
Q4
$824K Buy
2024
Q3
$940K Sell
2024
Q2
$1.08M Buy
2024
Q1
$934K Buy
2023
Q4
$887K Buy
2023
Q3
$678K Buy