Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$167K Buy
2024
Q4
Sell
2024
Q3
$717K Buy
2024
Q2
$771K Buy
2024
Q1
$355K Sell
2023
Q4
$400K Buy
2023
Q3
$4.9K Buy