Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$650K Sell
2025
Q1
$543K Buy
2024
Q4
$532K Buy
2024
Q3
$584K Buy
2024
Q2
$711K Buy
2024
Q1
$669K Buy
2023
Q4
$506K Buy
2023
Q3
$378K Buy
2023
Q2
$441K Buy