Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$160K Sell
2025
Q1
$181K Sell
2024
Q4
$212K Sell
2024
Q3
$636K Sell
2024
Q2
$586K Buy
2024
Q1
$178K Sell
2023
Q4
$190K Buy
2023
Q3
$195K Buy