Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Buy
2025
Q1
$268K Sell
2024
Q4
$384K Buy
2024
Q3
$442K Buy
2024
Q2
$334K Buy
2024
Q1
$308K Sell
2023
Q4
$406K Buy