Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$565K Buy
2025
Q1
$364K Buy
2024
Q4
$537K Buy
2024
Q3
$236K Buy
2024
Q1
Sell
2023
Q4
$305K Sell
2023
Q3
$455K Buy
2023
Q2
$415K Sell
2023
Q1
$352K Sell
2022
Q4
$222K Buy