Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
2025
Q1
$718K Sell
2024
Q4
$1.15M Buy
2024
Q3
$793K Buy
2024
Q2
$469K Sell
2024
Q1
$530K Buy
2023
Q4
$527K Buy
2023
Q3
$364K Sell
2023
Q2
$429K Buy