Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$284K Sell
2025
Q1
$343K Sell
2024
Q4
$413K Sell
2024
Q3
$496K Buy
2024
Q2
$501K Buy
2024
Q1
$429K Sell
2023
Q4
$537K Buy
2023
Q3
$413K Buy
2023
Q2
$436K Buy