Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$215K Buy
2024
Q4
$217K Sell
2024
Q3
$432K Buy
2024
Q2
$384K Sell
2024
Q1
$600K Sell
2023
Q4
$623K Buy
2023
Q3
$507K Buy