Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$558K Buy
2025
Q1
$494K Sell
2024
Q4
$597K Sell
2024
Q3
$988K Buy
2024
Q2
$635K Buy
2024
Q1
$317K Buy
2023
Q4
$238K Buy