Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$845K Sell
2025
Q1
$819K Hold
2024
Q4
$720K Hold
2024
Q3
$763K Buy
2024
Q2
$528K Sell
2024
Q1
$561K Sell
2023
Q4
$581K Buy
2023
Q3
$482K Buy
2023
Q2
$496K Sell
2023
Q1
$528K Buy