Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$321K Sell
2025
Q1
$352K Sell
2024
Q4
$403K Sell
2024
Q3
$386K Buy
2024
Q2
$390K Buy
2024
Q1
$441K Buy
2023
Q4
$338K Buy
2023
Q3
$221K Buy