Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$577K Buy
2025
Q1
$470K Buy
2024
Q4
$718K Sell
2024
Q3
$551K Sell
2024
Q2
$419K Sell
2024
Q1
$468K Buy
2023
Q4
$498K Buy