Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$329K Sell
2025
Q1
$302K Sell
2024
Q4
$372K Sell
2024
Q3
$2.72M Buy
2024
Q2
$284K Sell
2024
Q1
$226K Buy