Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$343K Buy
2025
Q1
$309K Buy
2024
Q4
$177K Sell
2024
Q3
$226K Sell
2024
Q2
$320K Sell
2024
Q1
$351K Sell
2023
Q4
$572K Buy
2023
Q3
$259K Buy