Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$642K Sell
2025
Q1
$641K Sell
2024
Q4
$533K Sell
2024
Q3
$553K Buy
2024
Q2
$465K Sell
2024
Q1
$438K Sell
2023
Q4
$467K Buy