Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$244K Sell
2025
Q1
$695K Sell
2024
Q4
$635K Buy
2024
Q3
$485K Sell
2024
Q2
$688K Sell
2024
Q1
$725K Sell
2023
Q4
$1.2M Buy
2023
Q3
$662K Buy