Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
2025
Q1
$382K Buy
2024
Q4
$478K Buy
2024
Q3
Sell
2024
Q2
$488K Buy
2024
Q1
$288K Sell
2023
Q4
$369K Buy
2023
Q3
$290K Buy