Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$471K Sell
2025
Q1
$496K Sell
2024
Q4
$726K Buy
2024
Q3
$943K Sell
2024
Q2
$956K Sell
2024
Q1
$965K Sell
2023
Q4
$752K Sell
2023
Q3
$719K Buy
2023
Q2
$448K Buy
2023
Q1
$503K Buy