Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$237K Sell
2024
Q4
$258K Buy
2024
Q3
Sell
2024
Q2
$337K Sell
2024
Q1
$402K Sell
2023
Q4
$365K Buy
2023
Q3
$311K Buy
2023
Q2
$210K Buy