Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$830K Buy
2025
Q1
$338K Buy
2024
Q4
$252K Buy
2024
Q3
$140K Buy
2023
Q4
Sell
2023
Q3
$123K Buy
2023
Q2
$97K Buy