Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$287K Buy
2025
Q1
$79.5K Sell
2024
Q4
$100K Sell
2024
Q3
$229K Buy
2024
Q2
Sell
2024
Q1
$88.4K Buy
2023
Q4
$64.6K Buy