Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$518K Buy
2024
Q4
$560K Buy
2024
Q3
$622K Buy
2024
Q2
$654K Buy
2023
Q3
Sell
2023
Q2
$297K Sell
2023
Q1
$245K Buy
2022
Q3
Sell
2022
Q2
$360K Buy