Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$929K Sell
2025
Q1
$783K Sell
2024
Q4
$1M Buy
2024
Q3
$867K Buy
2024
Q2
$700K Sell
2024
Q1
$692K Sell
2023
Q4
$526K Hold
2023
Q3
$514K Sell
2023
Q2
$531K Buy