Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$411K Buy
2025
Q1
$297K Sell
2024
Q4
$483K Sell
2024
Q3
$498K Sell
2024
Q2
$472K Buy
2024
Q1
$450K Buy
2022
Q2
Sell
2022
Q1
$239K Buy