Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
2025
Q1
$390K Sell
2024
Q4
$362K Sell
2024
Q3
$463K Buy
2024
Q2
$491K Buy
2024
Q1
$374K Sell
2023
Q4
$363K Buy
2023
Q3
$255K Buy
2023
Q2
$267K Sell
2023
Q1
$222K Sell
2022
Q4
$263K Buy