Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$750K Sell
2025
Q1
$713K Sell
2024
Q4
$887K Hold
2024
Q3
$704K Buy
2024
Q2
$717K Buy
2024
Q1
$584K Buy
2023
Q4
$449K Buy