Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
2025
Q1
$232K Sell
2024
Q4
$352K Buy
2024
Q3
$90K Buy
2024
Q2
$37K Sell
2024
Q1
$130K Buy
2023
Q4
$21.3K Sell
2023
Q3
$62.1K Buy
2023
Q2
Sell
2023
Q1
$22K Buy