Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
2025
Q1
$278K Sell
2024
Q4
$325K Sell
2024
Q3
$357K Buy
2024
Q2
$217K Sell
2024
Q1
$238K Buy
2023
Q3
Sell
2023
Q2
$231K Sell
2023
Q1
$230K Buy