Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$721K Buy
2025
Q1
$574K Buy
2024
Q4
$460K Sell
2024
Q3
$456K Buy
2024
Q2
$421K Buy
2024
Q1
$458K Sell
2023
Q4
$809K Buy
2023
Q3
$287K Buy