Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$698K Buy
2025
Q1
$358K Buy
2023
Q4
Sell
2023
Q3
$266K Buy
2023
Q2
Sell
2023
Q1
$228K Buy
2022
Q4
Sell
2022
Q3
$237K Sell
2022
Q2
$347K Buy
2022
Q1
$253K Buy