Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$402K Sell
2025
Q1
$317K Buy
2024
Q4
$310K Sell
2024
Q3
$370K Sell
2024
Q2
$406K Sell
2024
Q1
$897K Buy
2023
Q4
$672K Buy