Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$675K Buy
2025
Q1
$475K Buy
2024
Q4
$403K Buy
2024
Q3
$395K Sell
2024
Q2
$411K Buy
2024
Q1
$309K Sell
2023
Q4
$258K Buy