Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$174K Buy
2025
Q1
Sell
2024
Q4
$345K Sell
2024
Q3
$673K Sell
2024
Q2
$815K Buy
2024
Q1
$716K Buy
2023
Q4
$614K Buy
2023
Q3
$398K Buy