Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$117K Buy
2024
Q4
$82.9K Sell
2024
Q3
$286K Sell
2024
Q2
$590K Buy
2024
Q1
$480K Buy
2023
Q4
$288K Buy
2023
Q3
$220K Buy
2022
Q4
Sell
2022
Q3
$131K Buy