Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
2025
Q1
Sell
2024
Q4
$301K Buy
2024
Q3
$126K Sell
2024
Q2
$207K Sell
2024
Q1
$221K Buy
2023
Q4
Sell
2023
Q3
$147K Sell
2023
Q2
$361K Buy