Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$375K Sell
2025
Q1
$456K Buy
2024
Q4
$332K Buy
2024
Q3
$322K Buy
2024
Q2
$344K Sell
2024
Q1
$363K Sell
2023
Q4
$361K Buy