Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$938K Sell
2025
Q1
$652K Buy
2024
Q4
$783K Buy
2024
Q3
$657K Sell
2024
Q2
$771K Buy
2024
Q1
$504K Buy
2023
Q4
$267K Buy