Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$477K Sell
2025
Q1
$406K Sell
2024
Q4
$364K Sell
2024
Q3
$376K Buy
2024
Q2
$289K Sell
2024
Q1
$348K Hold
2023
Q4
$298K Sell
2023
Q3
$365K Buy