Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
2025
Q1
$712K Buy
2024
Q4
$715 Sell
2024
Q3
$614K Buy
2024
Q2
$726K Buy
2024
Q1
$11K Buy
2023
Q4
$13K Hold
2023
Q3
$14K Buy