Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$653K Sell
2025
Q1
$588K Sell
2024
Q4
$587K Buy
2024
Q3
$504K Sell
2024
Q2
$445K Buy
2024
Q1
$400K Buy
2023
Q4
$311K Buy