Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
2025
Q1
$560K Hold
2024
Q4
$613K Sell
2024
Q3
$917K Buy
2024
Q2
$710K Buy
2024
Q1
$433K Buy
2023
Q4
$213K Hold
2023
Q3
$201K Hold
2023
Q2
$210K Buy