Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Buy
2024
Q2
Sell
2024
Q1
$272K Sell
2023
Q4
$340K Sell
2023
Q3
$245K Buy
2023
Q2
$229K Buy
2023
Q1
$217K Buy