Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$555K Sell
2025
Q1
$534K Buy
2024
Q4
$576 Sell
2024
Q3
$621K Sell
2024
Q2
$783K Sell
2024
Q1
$869K Sell
2023
Q4
$813K Buy
2023
Q3
$817K Buy