Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$237K Buy
2025
Q1
$212K Sell
2024
Q4
$253K Buy
2024
Q3
$287K Buy
2024
Q2
$243K Sell
2024
Q1
$310K Sell
2023
Q4
$399K Sell
2023
Q3
$440K Buy
2023
Q2
$506K Buy
2023
Q1
$257K Buy