Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$316K Buy
2025
Q1
$253K Sell
2024
Q4
$582K Buy
2024
Q3
$606K Buy
2024
Q2
$128K Sell
2024
Q1
$449K Sell
2023
Q4
$896K Buy
2023
Q3
$167K Sell
2023
Q2
$171K Sell
2023
Q1
$144K Buy
2022
Q4
$76K Buy