Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
2025
Q1
$256K Sell
2024
Q4
$404K Buy
2024
Q2
Sell
2024
Q1
$400K Buy
2023
Q4
Sell
2023
Q3
$463K Buy
2023
Q2
$224K Sell
2023
Q1
$305K Buy