Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
2025
Q1
$972K Buy
2024
Q4
$806K Buy
2024
Q3
$854K Sell
2024
Q2
$994K Buy
2024
Q1
$1.14M Sell
2023
Q4
$2.15M Buy
2023
Q3
$1.1M Buy