Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Sell
2025
Q1
$412K Buy
2024
Q4
$341K Sell
2024
Q3
$428K Sell
2024
Q2
$438K Sell
2024
Q1
$481K Sell
2023
Q4
$400K Sell
2023
Q3
$310K Sell
2023
Q2
$314K Sell
2023
Q1
$234K Buy