Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$414K Buy
2025
Q1
$337K Sell
2024
Q4
$446K Sell
2024
Q3
$420K Buy
2024
Q2
$328K Sell
2024
Q1
$302K Sell
2023
Q4
$420K Sell
2023
Q3
$331K Buy