Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$346K Buy
2025
Q1
$297K Buy
2024
Q1
Sell
2023
Q4
$243K Buy
2023
Q3
$274K Sell
2023
Q2
$257K Buy
2023
Q1
$261K Buy
2022
Q4
$283K Buy
2022
Q2
$258K Buy
2022
Q1
$240K Buy