Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$746K Sell
2025
Q1
$682K Buy
2024
Q4
$550 Sell
2024
Q3
$485K Buy
2024
Q2
$418K Buy
2024
Q1
$246K Buy
2023
Q4
$245K Buy
2023
Q3
$168K Buy