Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$750K Sell
2025
Q1
$489K Hold
2024
Q4
$460K Hold
2024
Q3
$472K Hold
2024
Q2
$451K Sell
2024
Q1
$414K Hold
2023
Q4
$380K Buy
2023
Q3
$317K Buy