Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$265K Buy
2024
Q3
Sell
2024
Q2
$354K Buy
2024
Q1
$239K Buy
2023
Q4
Sell
2023
Q3
$217K Sell
2023
Q2
$261K Buy
2023
Q1
$255K Buy