Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$634K Sell
2025
Q1
$633K Sell
2024
Q4
$672K Sell
2024
Q3
$903K Sell
2024
Q2
$816K Buy
2024
Q1
$722K Buy
2023
Q4
$469K Buy