Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$294K Sell
2024
Q4
$519K Buy
2024
Q3
$234K Buy
2024
Q2
$146K Sell
2024
Q1
$200K Buy
2023
Q4
$139K Buy
2023
Q3
$110K Sell
2023
Q2
$116K Sell
2023
Q1
$89.6K Buy