Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$464K Sell
2025
Q1
$354K Buy
2024
Q4
$274K Sell
2024
Q3
$395K Sell
2024
Q2
$433K Buy
2024
Q1
$316K Buy
2023
Q4
$261K Buy