Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$251K Sell
2024
Q4
$420K Buy
2024
Q3
$443K Buy
2024
Q2
$415K Buy
2024
Q1
$277K Sell
2023
Q4
$303K Buy
2023
Q3
$222K Sell
2023
Q2
$387K Buy
2023
Q1
$216K Buy