Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$516K Buy
2025
Q1
$460K Buy
2024
Q4
$422K Buy
2024
Q3
$284K Sell
2024
Q2
$229K Buy
2024
Q1
$264K Hold
2023
Q4
$212K Buy