Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$167K Sell
2024
Q4
$333K Buy
2024
Q3
$135K Buy
2024
Q2
$97.4K Sell
2024
Q1
$146K Buy
2023
Q4
$116K Buy
2023
Q3
$98.9K Sell
2023
Q2
$169K Sell
2023
Q1
$231K Buy