Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Sell
2025
Q1
$773K Sell
2024
Q4
$997K Buy
2024
Q3
$688K Buy
2024
Q2
$750K Sell
2024
Q1
$1.08M Buy
2023
Q4
$560K Buy
2023
Q3
$59K Buy
2023
Q2
$18K Buy