Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$797K Buy
2024
Q4
$749K Buy
2024
Q3
$599K Sell
2024
Q2
$701K Buy
2024
Q1
$632K Buy
2023
Q4
$498K Buy
2023
Q3
$488K Buy
2023
Q2
$388K Buy