Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$303K Sell
2025
Q1
$435K Buy
2024
Q4
$618K Buy
2024
Q3
$701K Buy
2024
Q2
$512K Buy
2024
Q1
$750K Buy
2023
Q4
$586K Buy
2023
Q3
$248K Buy
2023
Q2
$292K Buy