Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
2025
Q1
$303K Buy
2024
Q4
$258K Sell
2024
Q3
$262K Buy
2024
Q2
$213K Buy
2024
Q1
$232K Sell
2023
Q4
$236K Sell
2023
Q3
$209K Buy
2023
Q2
$231K Buy