Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Sell
2025
Q1
$301K Sell
2024
Q4
$356K Buy
2024
Q3
$323K Buy
2024
Q2
$301K Sell
2024
Q1
$287K Buy
2023
Q4
$226K Buy