Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$637K Buy
2025
Q1
$470K Buy
2024
Q4
$380K Sell
2024
Q3
$438K Sell
2024
Q2
$638K Buy
2024
Q1
$658K Buy
2023
Q4
$520K Buy
2023
Q3
$506K Buy
2023
Q2
$478K Buy
2023
Q1
$374K Buy