Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
2025
Q1
$454K Sell
2024
Q4
$525K Sell
2024
Q3
$639K Sell
2024
Q2
$634K Sell
2024
Q1
$674K Buy
2023
Q4
$449K Buy