Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
2025
Q1
$377K Sell
2024
Q4
$464K Sell
2024
Q3
$417K Buy
2024
Q2
$416K Buy
2024
Q1
$210K Buy
2021
Q4
Sell
2021
Q3
$207K Sell
2021
Q2
$227K Buy