Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$772K Sell
2025
Q1
$789K Buy
2024
Q4
$810K Buy
2024
Q3
$688K Sell
2024
Q2
$697K Sell
2024
Q1
$666K Sell
2023
Q4
$724K Buy