Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$868K Sell
2024
Q4
$847K Sell
2024
Q3
$797K Buy
2024
Q2
$567K Buy
2021
Q3
Sell
2021
Q2
$897K Sell
2021
Q1
$1.13M Buy