Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2025
Q1
$348K Sell
2024
Q4
$409K Sell
2024
Q3
$584K Sell
2024
Q2
$577K Sell
2024
Q1
$600K Sell
2023
Q4
$640K Buy