Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$367K Sell
2025
Q1
$521K Buy
2024
Q4
$271K Buy
2024
Q3
$320K Buy
2024
Q2
Sell
2024
Q1
$219K Sell
2023
Q4
$909K Buy
2023
Q3
$506K Buy