Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$322K Sell
2024
Q4
$403K Sell
2024
Q3
$656K Buy
2024
Q2
$440K Buy
2023
Q4
Sell
2023
Q3
$692K Buy