Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$397K Sell
2025
Q1
$595K Buy
2024
Q4
$484K Sell
2024
Q3
$494K Sell
2024
Q2
$479K Sell
2024
Q1
$395K Buy
2023
Q4
$429K Hold
2023
Q3
$381K Buy