Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$720K Sell
2025
Q1
$684K Buy
2024
Q4
$509K Buy
2024
Q3
$443K Buy
2024
Q2
$276K Hold
2024
Q1
$296K Buy
2023
Q2
Sell
2023
Q1
$101K Sell
2022
Q4
$137K Buy
2022
Q3
$68K Sell
2022
Q2
$144K Buy