Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
2025
Q1
$845K Sell
2024
Q4
$2.03M Buy
2024
Q3
$268K Buy
2024
Q2
$288K Buy
2021
Q4
Sell
2021
Q3
$81K Sell
2021
Q2
$704K Buy