Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$469K Sell
2024
Q4
$439K Sell
2024
Q3
$859K Buy
2024
Q2
$585K Buy
2024
Q1
$507K Buy
2023
Q4
$382K Buy
2023
Q3
$345K Buy
2023
Q2
$288K Buy