Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$649K Buy
2025
Q1
$564K Sell
2024
Q4
$688K Sell
2024
Q3
$621K Sell
2024
Q2
$633K Sell
2024
Q1
$674K Buy
2023
Q4
$597K Buy
2023
Q3
$603K Sell
2023
Q2
$673K Buy
2023
Q1
$590K Buy