Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$140K Sell
2024
Q4
$367K Sell
2024
Q3
$399K Buy
2024
Q2
$251K Buy
2024
Q1
$147K Sell
2023
Q4
$334K Buy
2023
Q3
$305K Buy
2023
Q2
$67.1K Buy