Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$604K Sell
2025
Q1
$946K Buy
2024
Q4
$653K Buy
2024
Q3
$606K Sell
2024
Q2
$1.12M Buy
2024
Q1
$585K Buy
2023
Q4
$536K Buy
2023
Q3
$521K Buy