Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$121K Sell
2025
Q1
$163K Sell
2024
Q4
$174K Buy
2024
Q3
Sell
2024
Q2
$679K Sell
2024
Q1
$856K Buy
2023
Q4
$578K Sell
2023
Q3
$670K Buy