Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$543K Sell
2025
Q1
$496K Sell
2024
Q4
$537K Hold
2024
Q3
$483K Hold
2024
Q2
$418K Hold
2024
Q1
$453K Sell
2023
Q4
$464K Buy