Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$719K Buy
2025
Q1
$411K Buy
2023
Q4
Sell
2023
Q3
$336K Buy
2023
Q2
$194K Buy
2023
Q1
Sell
2022
Q4
$308K Buy