Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Buy
2025
Q1
$488K Buy
2024
Q4
$440K Sell
2024
Q3
$545K Sell
2024
Q2
$554K Sell
2024
Q1
$557K Sell
2023
Q4
$635K Sell
2023
Q3
$733K Buy