Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.5M Buy
+61,459
2024
Q3
Sell
-73,740
2024
Q2
$1.35M Buy
73,740
+21,369
2024
Q1
$1.38M Sell
52,371
-8,614
2023
Q4
$1.37M Buy
+60,985