Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$244K Buy
2024
Q4
$241K Buy
2024
Q3
$265K Sell
2024
Q2
$370K Buy
2024
Q1
$348K Buy
2023
Q4
$260K Sell
2023
Q3
$231K Sell
2023
Q2
$300K Buy
2023
Q1
$227K Buy