Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$592K Buy
2025
Q1
$519K Sell
2024
Q4
$510K Sell
2024
Q3
$598K Sell
2024
Q2
$539K Sell
2024
Q1
$598K Sell
2023
Q4
$626K Sell
2023
Q3
$669K Hold
2023
Q2
$644K Buy