Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
2025
Q1
$349K Sell
2024
Q4
$713K Sell
2024
Q3
$781K Buy
2023
Q4
Sell
2023
Q3
$372K Buy
2023
Q2
$218K Sell
2023
Q1
$239K Buy