Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$433K Sell
2025
Q1
$329K Sell
2024
Q4
$442K Sell
2024
Q3
$508K Buy
2024
Q2
$404K Sell
2024
Q1
$490K Sell
2023
Q4
$444K Sell
2023
Q3
$360K Sell
2023
Q2
$398K Buy