Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$375K Buy
2024
Q4
$298K Buy
2024
Q3
$310K Sell
2024
Q2
$413K Sell
2024
Q1
$519K Buy
2023
Q4
$452K Buy
2022
Q2
Sell
2022
Q1
$263K Buy