Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$326K Sell
2025
Q1
$426K Buy
2024
Q4
$315K Buy
2024
Q3
$265K Sell
2024
Q2
$364K Buy
2024
Q1
$329K Buy
2023
Q4
$304K Sell
2023
Q3
$343K Buy
2023
Q2
$240K Buy