Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$227K Buy
2024
Q4
Sell
2024
Q3
$465K Sell
2024
Q2
$550K Sell
2024
Q1
$670K Buy
2023
Q4
$559K Buy
2023
Q3
$378K Buy
2023
Q2
$371K Buy