Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$215K Buy
2024
Q4
$226K Buy
2024
Q3
$235K Buy
2024
Q2
$102K Sell
2024
Q1
$235K Sell
2023
Q4
$261K Buy
2023
Q3
$173K Buy
2023
Q2
$150K Buy
2023
Q1
$50K Buy