Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Buy
2025
Q1
$504K Sell
2024
Q4
$453K Buy
2024
Q3
$447K Sell
2024
Q2
$374K Sell
2024
Q1
$388K Sell
2023
Q4
$440K Buy
2023
Q3
$249K Buy