Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$855K Sell
2025
Q1
$811K Buy
2024
Q4
$377K Buy
2024
Q3
Sell
2024
Q2
$330K Sell
2024
Q1
$374K Sell
2023
Q4
$425K Sell
2023
Q3
$607K Sell
2023
Q2
$613K Buy