Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$492K Sell
2025
Q1
$763K Sell
2024
Q4
$909K Buy
2024
Q3
$723K Buy
2024
Q2
$481K Buy
2024
Q1
$370K Sell
2023
Q4
$405K Sell
2023
Q3
$463K Buy