Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$564K Sell
2025
Q1
$574K Buy
2024
Q4
$394K Buy
2024
Q3
$375K Buy
2024
Q2
$328K Buy
2024
Q1
$339K Buy
2023
Q4
$323K Buy
2023
Q3
$275K Buy