Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$142K Sell
2025
Q1
$137K Sell
2024
Q4
$247K Sell
2024
Q3
$350K Sell
2024
Q2
$417K Sell
2024
Q1
$833K Sell
2023
Q4
$704K Sell
2023
Q3
$523K Sell
2023
Q2
$523K Buy