Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$717K Sell
2025
Q1
$947K Sell
2024
Q4
$1.05M Sell
2024
Q3
$1.22M Buy
2024
Q2
$802K Sell
2024
Q1
$1.08M Buy
2023
Q4
$474K Buy
2023
Q3
$201K Buy