Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$654K Sell
2025
Q1
$553K Buy
2024
Q4
$598K Sell
2024
Q3
$708K Sell
2024
Q2
$627K Buy
2024
Q1
$643K Sell
2023
Q4
$629K Sell
2023
Q3
$548K Buy