Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$509K Sell
2025
Q1
$1.16M Buy
2024
Q4
$513K Sell
2024
Q3
$481K Sell
2024
Q2
$552K Sell
2024
Q1
$622K Buy