Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$652K Sell
2025
Q1
$706K Sell
2024
Q4
$799K Buy
2024
Q3
$629K Sell
2024
Q2
$578K Sell
2024
Q1
$489K Sell
2023
Q4
$555K Buy