Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$264K Buy
2025
Q1
Sell
2024
Q4
$227K Sell
2024
Q3
$251K Sell
2024
Q2
$463K Sell
2024
Q1
$879K Buy
2023
Q4
$588K Sell
2023
Q3
$642K Buy
2023
Q2
$231K Buy