Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$877K Sell
2025
Q1
$1M Buy
2024
Q4
$847K Buy
2024
Q3
$916K Buy
2024
Q2
$792K Buy
2024
Q1
$828K Sell
2023
Q4
$723K Buy