Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
2025
Q1
$349K Buy
2024
Q4
$273K Sell
2024
Q3
$367K Sell
2024
Q2
$427K Buy
2024
Q1
$523K Buy
2023
Q4
$444K Buy
2023
Q3
$336K Buy
2023
Q2
$334K Sell
2023
Q1
$320K Buy