Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
2025
Q1
$645K Buy
2024
Q4
Sell
2024
Q3
$736K Buy
2024
Q2
$684K Buy
2024
Q1
$484K Buy
2023
Q2
Sell
2023
Q1
$244K Buy