Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$643K Buy
2025
Q1
$586K Sell
2024
Q4
$513K Sell
2024
Q3
$586K Buy
2024
Q2
$477K Sell
2024
Q1
$507K Sell
2023
Q4
$449K Sell
2023
Q3
$437K Buy
2023
Q2
$258K Buy