Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$127K Sell
2025
Q1
$128K Sell
2024
Q4
$176K Buy
2024
Q3
$151K Sell
2024
Q2
$113K Sell
2024
Q1
$170K Sell
2023
Q4
$164K Sell
2023
Q3
$185K Sell
2023
Q2
$334K Sell
2023
Q1
$674K Buy