Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$475K Buy
2025
Q1
$398K Buy
2024
Q4
$339K Buy
2024
Q3
$339K Sell
2024
Q2
$412K Sell
2024
Q1
$476K Buy
2023
Q4
$324K Buy