Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Sell
2025
Q1
$449K Hold
2024
Q4
$441K Buy
2024
Q3
$358K Sell
2024
Q2
$1.06M Buy
2024
Q1
$865K Buy
2023
Q4
$367K Buy
2023
Q2
Sell
2023
Q1
$655K Buy