Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$416K Sell
2025
Q1
$467K Buy
2024
Q4
$203K Sell
2024
Q3
$406K Sell
2024
Q2
$600K Sell
2024
Q1
$635K Sell
2023
Q4
$1.13M Buy