Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$483K Sell
2025
Q1
$495K Sell
2024
Q4
$487K Sell
2024
Q3
$585K Hold
2024
Q2
$598K Sell
2024
Q1
$587K Sell
2023
Q4
$1.89M Buy