Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$338K Sell
2025
Q1
$355K Sell
2024
Q4
$382K Buy
2024
Q3
$381K Buy
2024
Q2
$247K Buy
2024
Q1
Sell
2023
Q4
$209K Buy