Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
2025
Q1
$603K Sell
2024
Q4
$616K Sell
2024
Q3
$764K Buy
2024
Q2
$560K Buy
2024
Q1
$567K Buy
2023
Q4
$281K Hold
2023
Q3
$254K Hold
2023
Q2
$267K Buy