Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$421K Buy
2024
Q4
$546K Buy
2024
Q3
$506K Sell
2024
Q2
$598K Sell
2024
Q1
$765K Sell
2023
Q4
$575K Sell
2023
Q3
$531K Sell
2023
Q2
$469K Buy