Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
2025
Q1
$1.02M Sell
2024
Q4
$883K Sell
2024
Q3
$987K Buy
2024
Q2
$614K Buy
2024
Q1
$401K Sell
2023
Q4
$390K Buy