Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$236K Sell
2024
Q4
$254K Buy
2024
Q3
$221K Sell
2024
Q2
$560K Sell
2024
Q1
$737K Buy
2023
Q4
$398K Buy
2023
Q3
$212K Sell
2023
Q2
$271K Buy
2023
Q1
$274K Buy