Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$210K Sell
2025
Q1
$318K Buy
2024
Q4
Sell
2024
Q3
$318K Sell
2024
Q2
$2.48M Buy
2022
Q1
Sell
2021
Q4
$143K Buy