Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$119K Sell
2025
Q1
$239K Sell
2024
Q4
$377K Buy
2024
Q3
$369K Sell
2024
Q2
$513K Buy
2024
Q1
$412K Buy
2023
Q4
$122K Buy
2023
Q3
$52K Sell
2023
Q2
$64K Buy
2023
Q1
$54K Buy