Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$187K Sell
2025
Q1
$179K Buy
2024
Q4
$121K Sell
2024
Q3
$143K Buy
2024
Q2
$159K Buy
2024
Q1
$163K Sell
2023
Q4
$156K Buy