Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$242K Buy
2025
Q1
$260K Sell
2024
Q4
$243K Sell
2024
Q3
$300K Sell
2024
Q2
$346K Sell
2024
Q1
$295K Buy
2023
Q4
$198K Buy
2023
Q3
$155K Sell
2023
Q2
$180K Buy
2023
Q1
$130K Buy