Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Sell
2025
Q1
$490K Buy
2024
Q4
$439K Hold
2024
Q3
$373K Sell
2024
Q2
$453K Buy
2024
Q1
$415K Buy
2023
Q4
$304K Buy