Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$212K Sell
2024
Q4
$370K Sell
2024
Q3
$545K Sell
2024
Q2
$727K Sell
2024
Q1
$1.1M Buy
2023
Q4
$1.12M Sell
2023
Q3
$931K Buy