Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$437K Sell
2025
Q1
$317K Sell
2024
Q4
$927K Buy
2024
Q3
$719K Buy
2024
Q2
$595K Buy
2024
Q1
$201K Sell
2023
Q4
$463K Buy
2023
Q3
$295K Buy