Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Buy
2025
Q1
Sell
2024
Q4
$260K Buy
2024
Q3
$205K Sell
2024
Q2
$437K Buy
2024
Q1
$279K Sell
2023
Q4
$277K Buy
2023
Q3
$112K Buy
2023
Q2
Sell
2023
Q1
$67.7K Buy