Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$110K Buy
2025
Q1
$99.2K Sell
2024
Q4
$177K Sell
2024
Q3
$534K Sell
2024
Q2
$610K Sell
2024
Q1
$818K Buy
2023
Q4
$728K Buy
2023
Q3
$440K Buy