Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$687K Buy
2025
Q1
$543K Buy
2024
Q4
$449K Buy
2024
Q3
$416K Buy
2024
Q2
Sell
2024
Q1
$271K Buy
2023
Q3
Sell
2023
Q2
$312K Buy
2023
Q1
$292K Buy