Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Sell
2025
Q1
$699K Sell
2024
Q4
$607K Sell
2024
Q3
$972K Sell
2024
Q2
$959K Buy
2024
Q1
$994K Sell
2023
Q4
$853K Buy