Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$312K Sell
2024
Q4
$725K Sell
2024
Q3
$881K Buy
2024
Q2
$713K Hold
2024
Q1
$567K Buy
2023
Q4
$332K Buy