Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Sell
2025
Q1
$784K Sell
2024
Q4
$953K Sell
2024
Q3
$1.21M Buy
2024
Q2
$1.05M Buy
2024
Q1
$1.09M Buy
2023
Q4
$1.13M Sell
2023
Q3
$1.02M Sell
2023
Q2
$1.08M Buy