Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
2025
Q1
$670K Buy
2024
Q4
$822K Buy
2024
Q3
$718K Buy
2024
Q2
$684K Buy
2024
Q1
$573K Buy
2023
Q4
$544K Buy