Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$817K Sell
2025
Q1
$834K Buy
2024
Q4
$630K Buy
2024
Q3
$581K Sell
2024
Q2
$580K Buy
2024
Q1
$428K Buy
2023
Q4
$258K Sell
2023
Q3
$724K Buy