Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$221K Sell
2024
Q4
$224K Sell
2024
Q3
$291K Sell
2024
Q2
$348K Buy
2024
Q1
$329K Buy
2023
Q4
$301K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2023
Q1
$213K Buy