Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$366K Buy
2024
Q4
$346K Sell
2024
Q3
$420K Sell
2024
Q2
$549K Buy
2024
Q1
$521K Sell
2023
Q4
$851K Buy