Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$600K Buy
2025
Q1
$510K Buy
2024
Q4
$487K Sell
2024
Q3
$439K Sell
2024
Q2
$502K Sell
2024
Q1
$552K Sell
2023
Q4
$561K Hold
2023
Q3
$597K Buy
2023
Q2
$531K Buy