Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$684K Sell
2025
Q1
$470K Buy
2024
Q4
$580K Sell
2024
Q3
$915K Sell
2024
Q2
$981K Sell
2024
Q1
$733K Sell
2023
Q4
$415K Buy