Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$728K Sell
2025
Q1
$828K Sell
2024
Q4
$817K Sell
2024
Q3
$889K Buy
2024
Q2
$797K Sell
2024
Q1
$781K Hold
2023
Q4
$799K Buy
2023
Q3
$741K Sell
2023
Q2
$899K Buy
2023
Q1
$858K Buy