Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$559K Buy
2025
Q1
$590K Sell
2024
Q4
$567K Buy
2024
Q3
$661K Buy
2024
Q2
$698K Sell
2024
Q1
$624K Buy
2023
Q4
$506K Sell
2023
Q3
$426K Sell
2023
Q2
$480K Buy