Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$986K Buy
2025
Q1
$849K Sell
2024
Q4
$1.04M Sell
2024
Q3
$881K Buy
2024
Q2
$728K Sell
2024
Q1
$705K Sell
2023
Q4
$845K Buy
2023
Q3
$774K Buy
2023
Q2
$701K Buy