Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
2025
Q1
$587K Sell
2024
Q4
$560K Sell
2024
Q3
$539K Buy
2024
Q2
$387K Sell
2024
Q1
$461K Buy
2023
Q4
$444K Buy