Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$387K Buy
2025
Q1
$377K Sell
2024
Q4
$538K Sell
2024
Q3
$570K Buy
2024
Q2
$427K Buy
2024
Q1
Sell
2023
Q4
$442K Buy