Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$362K Buy
2024
Q2
Sell
2024
Q1
$562K Sell
2023
Q4
$728K Buy
2023
Q3
Sell
2023
Q2
$220K Sell
2023
Q1
$220K Buy
2022
Q2
Sell
2022
Q1
$496K Buy