Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$576K Buy
2025
Q1
$364K Sell
2024
Q4
$478K Buy
2024
Q3
$489K Buy
2024
Q2
$405K Buy
2024
Q1
$347K Buy
2023
Q4
$291K Sell
2023
Q3
$301K Buy
2023
Q2
$339K Buy