Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$857K Sell
2025
Q1
$891K Buy
2024
Q4
$981K Hold
2024
Q3
$1.18M Buy
2024
Q2
$865K Buy
2024
Q1
$567K Hold
2023
Q4
$490K Buy