Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$344K Buy
2025
Q1
$322K Buy
2024
Q4
$274K Buy
2024
Q3
$250K Buy
2024
Q2
$239K Sell
2024
Q1
$219K Sell
2023
Q4
$235K Buy