Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Sell
2025
Q1
$450K Sell
2024
Q4
$504K Buy
2024
Q3
$492K Sell
2024
Q2
$626K Buy
2024
Q1
$516K Buy
2023
Q4
$386K Buy