Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$578K Buy
2024
Q2
Sell
2024
Q1
$982K Buy
2023
Q4
$381K Buy
2023
Q3
Sell
2023
Q2
$905K Buy
2023
Q1
$474K Sell
2022
Q4
$840K Buy
2022
Q3
$532K Buy