Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$140K Buy
2025
Q1
$47K Sell
2024
Q4
$155K Buy
2024
Q3
$244K Buy
2024
Q2
$255K Sell
2024
Q1
$306K Sell
2023
Q4
$537K Sell
2023
Q3
$523K Sell
2023
Q2
$707K Buy
2023
Q1
$196K Buy
2022
Q4
$71K Buy
2022
Q3
$31K Buy
2022
Q2
$0 Buy