Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$570K Buy
2025
Q1
Sell
2024
Q4
$514K Sell
2024
Q3
$453K Sell
2024
Q2
$482K Buy
2024
Q1
Sell
2023
Q4
$491K Buy