Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$221K Sell
2025
Q1
$217K Sell
2024
Q4
$234K Buy
2024
Q3
$253K Buy
2024
Q2
$235K Sell
2024
Q1
$273K Sell
2023
Q4
$286K Sell
2023
Q3
$422K Buy
2023
Q2
$491K Buy