Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
2025
Q1
$549K Sell
2024
Q4
$547K Sell
2024
Q3
$673K Sell
2024
Q2
$653K Buy
2024
Q1
$543K Buy
2023
Q4
$426K Buy
2023
Q3
$356K Buy
2023
Q2
$371K Hold
2023
Q1
$344K Buy