Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$641K Sell
2025
Q1
$543K Sell
2024
Q4
$575K Hold
2024
Q3
$693K Buy
2024
Q2
$774K Sell
2024
Q1
$752K Buy
2023
Q4
$572K Buy
2023
Q3
$415K Sell
2023
Q2
$540K Sell
2023
Q1
$560K Buy