Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$405K Buy
2025
Q1
$412K Buy
2024
Q4
$279K Sell
2024
Q3
$779K Buy
2024
Q2
Sell
2024
Q1
$234K Buy
2023
Q4
Sell
2023
Q3
$565K Buy
2023
Q2
$266K Buy