Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$213K Sell
2024
Q4
$247K Buy
2024
Q3
$237K Sell
2024
Q2
$285K Sell
2024
Q1
$288K Buy
2023
Q4
$250K Buy
2023
Q3
$262K Buy
2023
Q2
$240K Sell
2023
Q1
$265K Buy