Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$450K Sell
2025
Q1
$430K Buy
2024
Q4
$452K Sell
2024
Q3
$484K Buy
2024
Q2
$526K Buy
2024
Q1
$298K Buy
2023
Q4
$430K Buy
2023
Q2
Sell
2023
Q1
$171K Buy
2022
Q4
$200K Buy