Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$983K Buy
2025
Q1
$580K Buy
2024
Q4
$410K Buy
2024
Q1
Sell
2023
Q4
$201K Buy
2023
Q3
Sell
2023
Q2
$218K Buy
2023
Q1
Sell
2022
Q4
$766K Buy