Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$853K Sell
2025
Q1
$894K Buy
2024
Q4
$630K Buy
2024
Q3
$630K Hold
2024
Q2
$574K Sell
2024
Q1
$685K Hold
2023
Q4
$663K Buy
2023
Q3
$545K Sell
2023
Q2
$623K Buy
2023
Q1
$559K Buy