Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
2025
Q1
$282K Sell
2024
Q4
$252K Sell
2024
Q3
$315K Buy
2024
Q2
$278K Sell
2024
Q1
$266K Sell
2023
Q4
$279K Sell
2023
Q3
$280K Buy
2023
Q1
$266K Buy