Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$484K Buy
2025
Q1
$482K Buy
2024
Q4
$401K Sell
2024
Q3
$463K Buy
2024
Q2
$396K Buy
2024
Q1
$368K Buy
2023
Q4
$305K Buy
2023
Q3
$246K Sell
2023
Q2
$205K Buy
2023
Q1
Sell
2022
Q4
$209K Buy