Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Buy
2025
Q1
$447K Sell
2024
Q4
$518K Sell
2024
Q3
$485K Buy
2024
Q2
$423K Buy
2024
Q1
$340K Buy
2023
Q4
$381K Buy