Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Sell
2025
Q1
$755K Buy
2024
Q4
$500K Buy
2024
Q3
$245K Buy
2024
Q2
$190K Sell
2024
Q1
$246K Buy
2023
Q4
$212K Sell
2023
Q3
$291K Sell
2023
Q2
$402K Buy