Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$515K Sell
2024
Q4
$705K Sell
2024
Q3
$775K Sell
2024
Q2
$875K Buy
2022
Q2
Sell
2022
Q1
$621K Buy
2021
Q4
$677K Buy
2021
Q3
$619K Buy