Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$241K Sell
2024
Q4
$303K Sell
2024
Q3
$326K Sell
2024
Q2
$302K Sell
2024
Q1
$331K Buy
2023
Q4
$226K Buy
2022
Q4
Sell
2022
Q3
$185K Buy