Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$924K Buy
2024
Q4
$625K Buy
2024
Q3
$695K Buy
2024
Q2
$690K Buy
2024
Q1
$627K Buy
2023
Q4
$513K Buy
2023
Q3
$285K Buy
2023
Q2
$225K Buy