Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$612K Sell
2025
Q1
$628K Buy
2024
Q4
$543K Sell
2024
Q3
$448K Sell
2024
Q2
$473K Buy
2024
Q1
$484K Buy
2023
Q4
$396K Sell
2023
Q3
$445K Buy
2023
Q2
$363K Buy