Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$145K Sell
2025
Q1
$150K Sell
2024
Q4
$137K Sell
2024
Q3
$170K Sell
2024
Q2
$162K Sell
2024
Q1
$230K Sell
2023
Q4
$233K Sell
2023
Q3
$256K Sell
2023
Q2
$252K Buy
2023
Q1
$129K Buy