Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$710K Sell
2025
Q1
$677K Sell
2024
Q4
$704K Sell
2024
Q3
$699K Buy
2024
Q2
$574K Buy
2024
Q1
$510K Buy
2023
Q4
$321K Buy