Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$821K Sell
2025
Q1
$711K Buy
2024
Q4
$715K Buy
2024
Q3
$520K Buy
2024
Q2
$368K Sell
2024
Q1
$483K Sell
2023
Q4
$2.82M Buy
2023
Q3
$317K Buy