Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$269K Sell
2025
Q1
$447K Sell
2024
Q4
$594K Buy
2024
Q3
$657K Sell
2024
Q2
$628K Buy
2024
Q1
$527K Sell
2023
Q4
$568K Buy
2023
Q3
$457K Buy
2023
Q2
$530K Buy