Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$219K Sell
2024
Q4
$330K Sell
2024
Q3
$353K Buy
2024
Q2
$287K Buy
2024
Q1
$298K Buy
2023
Q4
$243K Buy