Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$256K Sell
2025
Q1
$879K Buy
2024
Q4
$334K Buy
2024
Q2
Sell
2024
Q1
$464K Sell
2023
Q4
$478K Buy
2023
Q3
$337K Buy
2023
Q2
$269K Buy
2023
Q1
Sell
2022
Q4
$211K Buy