Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$259K Buy
2024
Q4
$106K Sell
2024
Q3
$181K Buy
2024
Q2
$106K Sell
2024
Q1
$181K Sell
2023
Q4
$373K Buy
2023
Q3
Sell
2023
Q2
$843K Buy
2023
Q1
Sell
2022
Q4
$434K Buy