Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$294K Sell
2025
Q1
$307K Buy
2024
Q4
Sell
2024
Q3
$368K Sell
2024
Q2
$1.76M Buy
2024
Q1
$260K Buy
2022
Q1
Sell
2021
Q4
$275K Buy