Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$670K Sell
2025
Q1
$626K Buy
2024
Q4
$786K Sell
2024
Q3
$729K Sell
2024
Q2
$641K Buy
2024
Q1
$466K Buy
2023
Q4
$457K Sell
2023
Q3
$326K Buy