Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$783K Sell
2025
Q1
$594K Buy
2024
Q4
$742K Buy
2024
Q3
$663K Sell
2024
Q2
$924K Buy
2024
Q1
$653K Sell
2023
Q4
$575K Buy