Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$560K Sell
2025
Q1
$544K Buy
2024
Q4
$567K Hold
2024
Q3
$623K Hold
2024
Q2
$532K Hold
2024
Q1
$494K Sell
2023
Q4
$497K Buy