Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$705K Sell
2025
Q1
$697K Hold
2024
Q4
$729K Hold
2024
Q3
$800K Sell
2024
Q2
$686K Sell
2024
Q1
$658K Sell
2023
Q4
$612K Buy