Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$90.9K Buy
2025
Q1
$67.2K Sell
2024
Q4
$99.1K Sell
2024
Q3
$95.8K Sell
2024
Q2
$570K Buy
2024
Q1
$525K Buy
2023
Q4
$648K Buy
2023
Q3
$375K Buy
2023
Q2
$78K Buy