Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$430K Sell
2025
Q1
$380K Sell
2024
Q4
$495K Sell
2024
Q3
$585K Buy
2024
Q2
$483K Buy
2024
Q1
$435K Sell
2023
Q4
$638K Buy