Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$228K Buy
2025
Q1
Sell
2024
Q4
$207K Sell
2024
Q3
$270K Buy
2024
Q2
$249K Sell
2024
Q1
$957K Buy
2023
Q4
$625K Buy