Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$774K Sell
2025
Q1
$620K Buy
2024
Q4
$969K Hold
2024
Q3
$765K Hold
2024
Q2
$735K Sell
2024
Q1
$964K Hold
2023
Q4
$882K Buy