Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$224K Sell
2025
Q1
$418K Buy
2024
Q4
$411K Buy
2024
Q3
$342K Buy
2024
Q2
$324K Buy
2024
Q1
$534K Buy
2023
Q4
$298K Buy