Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$185K Sell
2025
Q1
$437K Sell
2024
Q4
$790K Buy
2024
Q3
$397K Sell
2024
Q2
$442K Buy
2024
Q1
$375K Buy
2023
Q4
$64.8K Buy
2023
Q3
Sell
2023
Q2
$20.6K Buy