Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Sell
2025
Q1
$513K Sell
2024
Q4
$734K Sell
2024
Q3
$1.34M Buy
2024
Q2
$433K Buy
2024
Q1
Sell
2023
Q4
$2.02M Buy
2023
Q3
$947K Buy
2023
Q2
$401K Buy