Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$689K Buy
2025
Q1
$612K Sell
2024
Q4
$633K Buy
2024
Q3
$565K Sell
2024
Q2
$552K Buy
2024
Q1
$530K Sell
2023
Q4
$572K Sell
2023
Q3
$617K Buy