Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$271K Sell
2025
Q1
$302K Sell
2024
Q4
$302K Buy
2024
Q3
$351K Buy
2024
Q2
$259K Sell
2024
Q1
$311K Buy
2023
Q4
$223K Buy