Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$406K Sell
2024
Q4
$529K Buy
2024
Q3
$454K Sell
2024
Q2
$524K Buy
2024
Q1
$454K Sell
2023
Q4
$412K Buy
2023
Q3
$357K Buy
2023
Q2
$326K Buy
2023
Q1
$251K Buy