Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$394K Buy
2025
Q1
$323K Sell
2024
Q4
$340K Buy
2024
Q3
$406K Hold
2024
Q2
$499K Buy
2024
Q1
Sell
2023
Q4
$369K Sell
2023
Q3
$295K Buy
2023
Q2
$358K Buy
2023
Q1
$324K Buy
2022
Q4
$259K Buy