Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Sell
2025
Q1
$433K Sell
2024
Q4
$481K Buy
2024
Q3
$477K Sell
2024
Q2
$556K Sell
2024
Q1
$737K Sell
2023
Q4
$694K Sell
2023
Q3
$622K Sell
2023
Q2
$574K Sell
2023
Q1
$712K Buy