Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$373K Sell
2025
Q1
$568K Sell
2024
Q4
$503K Sell
2024
Q3
$524K Sell
2024
Q2
$581K Sell
2024
Q1
$678K Buy
2015
Q4
Sell
2015
Q3
$275K Buy