Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$805K Buy
2025
Q1
$578K Sell
2024
Q4
$692K Sell
2024
Q3
$656K Sell
2024
Q2
$674K Hold
2024
Q1
$528K Sell
2023
Q4
$432K Buy