Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$518K Sell
2025
Q1
$360K Buy
2024
Q4
$387K Buy
2024
Q3
$377K Hold
2024
Q2
$313K Hold
2024
Q1
$278K Hold
2023
Q4
$234K Buy
2023
Q3
$231K Hold
2023
Q2
$260K Buy
2023
Q1
$201K Buy