Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$238K Sell
2025
Q1
$414K Sell
2024
Q4
$610K Sell
2024
Q3
$723K Sell
2024
Q2
$805K Sell
2024
Q1
$746K Sell
2023
Q4
$918K Buy
2023
Q3
$733K Buy