Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$982K Sell
2025
Q1
$889K Buy
2024
Q4
$806K Buy
2024
Q3
$748K Hold
2024
Q2
$659K Buy
2023
Q3
Sell
2023
Q2
$499K Buy