Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$585K Buy
2025
Q1
$519K Sell
2024
Q4
$532K Sell
2024
Q3
$519K Buy
2024
Q2
$433K Hold
2024
Q1
$462K Buy
2023
Q4
$462K Buy