Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$616K Sell
2024
Q4
$652K Buy
2024
Q2
Sell
2024
Q1
$765K Buy
2022
Q4
Sell
2022
Q3
$300K Buy
2021
Q3
Sell
2021
Q2
$325K Buy