Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$125K Sell
2025
Q1
$244K Sell
2024
Q4
$469K Buy
2024
Q3
$351K Buy
2024
Q2
$253K Buy
2024
Q1
$352K Sell
2023
Q4
$574K Buy
2023
Q3
$182K Sell
2023
Q2
$425K Buy
2023
Q1
$230K Sell
2022
Q4
$237K Buy