Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$442K Sell
2025
Q1
$457K Buy
2024
Q4
$279K Buy
2024
Q3
$150K Sell
2024
Q2
$124K Hold
2024
Q1
$110K Sell
2023
Q4
$169K Buy
2023
Q3
$41.3K Buy