Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$551K Buy
2025
Q1
$462K Buy
2024
Q4
$406K Buy
2024
Q3
$405K Buy
2024
Q2
$310K Buy
2024
Q1
$294K Sell
2023
Q4
$267K Buy
2023
Q3
$227K Buy
2023
Q2
$203K Sell
2023
Q1
$239K Buy