Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$439K Sell
2024
Q4
$660K Sell
2024
Q3
$984K Buy
2024
Q2
$969K Sell
2024
Q1
$966K Sell
2023
Q4
$1.15M Buy
2023
Q3
$878K Buy