Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Buy
2025
Q1
$239K Sell
2024
Q4
$365K Buy
2024
Q3
$347K Sell
2024
Q2
$333K Buy
2024
Q1
$226K Buy
2023
Q4
Sell
2023
Q3
$226K Sell
2023
Q2
$252K Sell
2023
Q1
$284K Buy