Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$248K Sell
2025
Q1
$379K Sell
2024
Q4
$457K Buy
2024
Q3
$533K Buy
2024
Q2
$523K Buy
2024
Q1
$588K Buy
2023
Q4
$102K Buy
2023
Q3
$75.3K Buy