Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Sell
2025
Q1
$373K Sell
2024
Q4
$580K Sell
2024
Q3
$482K Buy
2024
Q2
$529K Buy
2024
Q1
$140K Buy
2023
Q4
$236K Sell
2023
Q3
$259K Buy
2023
Q2
$174K Buy