Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$270K Sell
2025
Q1
$313K Buy
2024
Q4
$276K Buy
2024
Q3
Sell
2024
Q2
$131K Buy
2024
Q1
$1.77K Sell
2023
Q4
$22.2K Buy