Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$678K Hold
2025
Q1
$626K Sell
2024
Q4
$578K Buy
2024
Q3
$579K Sell
2024
Q2
$494K Sell
2024
Q1
$515K Buy
2023
Q4
$372K Sell
2023
Q3
$302K Sell
2023
Q2
$313K Hold
2023
Q1
$291K Buy