Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$243K Buy
2025
Q1
$233K Sell
2024
Q4
$359K Buy
2024
Q3
$431K Sell
2024
Q2
$668K Buy
2024
Q1
$497K Buy
2023
Q4
$426K Buy
2023
Q3
$343K Buy
2023
Q2
$282K Sell
2023
Q1
$250K Buy
2022
Q4
Sell
2022
Q3
$334K Buy
2022
Q2
$263K Buy