Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$842K Sell
2025
Q1
$654K Buy
2024
Q4
$601K Buy
2024
Q3
$648K Buy
2024
Q2
$674K Sell
2024
Q1
$587K Sell
2023
Q4
$491K Buy
2023
Q3
$281K Buy