Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$788K Buy
2025
Q1
$650K Buy
2024
Q4
$438K Buy
2024
Q3
$449K Buy
2024
Q2
$426K Buy
2024
Q1
$385K Sell
2023
Q4
$739K Sell
2023
Q3
$2.31M Buy