Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Sell
2025
Q1
$715K Sell
2024
Q4
$939K Sell
2024
Q3
$1.7M Sell
2024
Q2
$2.02M Buy
2024
Q1
$215K Sell
2023
Q4
$2.13M Buy
2023
Q3
$981K Buy