Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$395K Hold
2024
Q4
$482K Sell
2024
Q3
$422K Sell
2024
Q2
$799K Sell
2024
Q1
$924K Buy
2023
Q4
$732K Buy