Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$221K Buy
2024
Q4
$279K Buy
2024
Q3
$252K Sell
2024
Q2
$295K Buy
2024
Q1
$340K Sell
2023
Q4
$257K Buy
2023
Q3
$228K Buy