Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$217K Sell
2024
Q4
$265K Sell
2024
Q3
$331K Buy
2024
Q2
$319K Buy
2024
Q1
$281K Sell
2023
Q4
$421K Buy
2023
Q3
$374K Buy
2023
Q2
$253K Buy