Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
2025
Q1
$278K Buy
2024
Q4
$259K Sell
2024
Q3
$293K Sell
2024
Q2
$347K Sell
2024
Q1
$602K Buy
2023
Q4
$372K Buy