Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$582K Buy
2025
Q1
$509K Buy
2024
Q4
$486K Sell
2024
Q3
$488K Sell
2024
Q2
$420K Buy
2024
Q1
$455K Sell
2023
Q4
$833K Buy
2023
Q3
$344K Buy