Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$767K Sell
2025
Q1
$627K Sell
2024
Q4
$841K Sell
2024
Q3
$1.13M Buy
2024
Q2
$863K Buy
2021
Q3
Sell
2021
Q2
$380K Hold
2021
Q1
$336K Buy