Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$357K Buy
2025
Q1
$291K Buy
2024
Q4
$270K Buy
2024
Q3
$321K Buy
2024
Q2
$371K Buy
2024
Q1
$345K Sell
2023
Q4
$280K Buy
2023
Q3
$220K Buy
2023
Q2
$235K Hold
2023
Q1
$221K Buy