Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$280K Sell
2024
Q4
$320K Sell
2024
Q3
$758K Buy
2024
Q2
$234K Sell
2024
Q1
$524K Buy
2023
Q4
Sell
2023
Q3
$279K Buy