Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$533K Sell
2025
Q1
$532K Sell
2024
Q4
$656K Hold
2024
Q3
$720K Buy
2024
Q2
$463K Buy
2024
Q1
$348K Buy
2023
Q4
$86.9K Buy