Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2025
Q1
$360K Sell
2024
Q4
$378K Sell
2024
Q3
$416K Sell
2024
Q2
$446K Sell
2024
Q1
$431K Sell
2023
Q4
$609K Buy