Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$756K Buy
2025
Q1
$793K Buy
2024
Q4
$551K Sell
2024
Q3
$674K Buy
2024
Q2
$506K Buy
2024
Q1
$508K Buy
2023
Q4
$381K Buy
2023
Q3
$307K Buy