Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$586K Buy
2025
Q1
$551K Sell
2024
Q4
$537K Buy
2024
Q3
$559K Sell
2024
Q2
$437K Sell
2024
Q1
$437K Buy
2023
Q4
$449K Sell
2023
Q3
$423K Buy