Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$257K Buy
2025
Q1
$107K Sell
2024
Q4
$360K Buy
2024
Q3
$267K Buy
2024
Q2
$245K Buy
2024
Q1
$361K Buy
2023
Q4
$177K Buy
2023
Q3
$104K Sell
2023
Q2
$167K Buy