Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$453K Sell
2025
Q1
$474K Buy
2024
Q4
$404K Buy
2024
Q3
$421K Sell
2024
Q2
$468K Sell
2024
Q1
$561K Buy
2023
Q4
$462K Buy