Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
2025
Q1
$287K Buy
2024
Q4
$235 Sell
2024
Q3
$329K Sell
2024
Q2
$480K Sell
2024
Q1
$736K Buy
2023
Q4
$817K Sell
2023
Q3
$673K Buy