Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$273K Sell
2025
Q1
$310K Buy
2024
Q4
$248K Sell
2024
Q3
$263K Hold
2024
Q2
$229K Sell
2024
Q1
$214K Sell
2023
Q4
$375K Sell
2023
Q3
$432K Buy
2023
Q1
$214K Buy