Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$488K Buy
2024
Q4
Sell
2024
Q3
$596K Buy
2024
Q1
Sell
2023
Q4
$375K Buy
2023
Q2
Sell
2023
Q1
$413K Buy
2021
Q3
Sell
2021
Q2
$221K Buy