Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$672K Sell
2025
Q1
$580K Sell
2024
Q4
$608K Buy
2024
Q3
$296K Buy
2024
Q2
$12.8K Buy
2023
Q1
Sell
2022
Q4
$305K Buy