Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$390K Sell
2025
Q1
$342K Buy
2024
Q4
$308K Sell
2024
Q3
$316K Buy
2024
Q2
$260K Sell
2024
Q1
$250K Buy
2023
Q4
$213K Buy