Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$624K Sell
2025
Q1
$560K Sell
2024
Q4
$648K Sell
2024
Q3
$819K Buy
2024
Q2
$647K Sell
2024
Q1
$806K Buy
2023
Q4
$339K Buy
2021
Q2
Sell
2021
Q1
$1.02M Buy