Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$545K Buy
2025
Q1
$590K Sell
2024
Q4
$806K Sell
2024
Q3
$759K Sell
2024
Q2
$697K Hold
2024
Q1
$567K Sell
2023
Q4
$705K Sell
2023
Q3
$671K Buy
2023
Q2
$760K Buy
2023
Q1
$646K Buy
2022
Q4
$508K Buy