Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$274K Buy
2025
Q1
Sell
2024
Q4
$334K Sell
2024
Q3
$365K Buy
2024
Q2
$203K Buy
2023
Q3
Sell
2023
Q2
$439K Buy
2023
Q1
$297K Sell
2022
Q4
$339K Buy