Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$796K Sell
2025
Q1
$856K Buy
2024
Q1
Sell
2023
Q4
$285K Sell
2023
Q3
$331K Sell
2023
Q2
$338K Buy
2023
Q1
$239K Buy