Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$369K Sell
2025
Q1
$385K Buy
2024
Q4
$382K Buy
2024
Q3
$233K Buy
2024
Q2
Sell
2024
Q1
$233K Buy
2022
Q1
Sell
2021
Q4
$205K Buy