Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$396K Buy
2025
Q1
$326K Sell
2024
Q4
$393K Sell
2024
Q3
$471K Sell
2024
Q2
$504K Sell
2024
Q1
$467K Buy
2023
Q4
$273K Buy
2023
Q3
Sell
2023
Q2
$645K Buy