Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$455K Sell
2025
Q1
$473K Buy
2024
Q4
$415K Buy
2024
Q3
$288K Buy
2023
Q4
Sell
2023
Q3
$256K Sell
2023
Q2
$1.79M Buy
2023
Q1
$450K Buy
2022
Q4
$227K Buy