Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$814K Sell
2025
Q1
$666K Sell
2024
Q4
$636K Hold
2024
Q3
$781K Hold
2024
Q2
$832K Sell
2024
Q1
$777K Sell
2023
Q4
$879K Sell
2023
Q3
$969K Hold
2023
Q2
$1.02M Buy