Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$972K Sell
2025
Q1
$869K Buy
2024
Q4
$762K Buy
2024
Q3
$657K Buy
2024
Q2
$419K Buy
2024
Q1
$518K Sell
2023
Q4
$646K Buy