Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$239K Buy
2024
Q4
$265K Buy
2024
Q3
$309K Buy
2024
Q2
$263K Sell
2024
Q1
$393K Sell
2023
Q4
$866K Buy
2023
Q3
$374K Buy
2023
Q2
$247K Sell
2023
Q1
$479K Buy