Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
2025
Q1
$615K Buy
2024
Q4
$680K Buy
2024
Q3
$756K Buy
2024
Q2
$821K Buy
2024
Q1
$861K Sell
2023
Q4
$731K Buy