Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$724K Sell
2025
Q1
$643K Buy
2024
Q4
$466K Buy
2024
Q3
$469K Sell
2024
Q2
$458K Sell
2024
Q1
$388K Hold
2023
Q4
$388K Buy
2023
Q3
$266K Sell
2023
Q2
$253K Buy