Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$368K Sell
2025
Q1
$361K Sell
2024
Q4
$400K Sell
2024
Q3
$408K Sell
2024
Q2
$348K Sell
2024
Q1
$410K Sell
2023
Q4
$395K Sell
2023
Q3
$371K Sell
2023
Q2
$394K Buy