Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$460K Buy
2025
Q1
$386K Buy
2024
Q4
$336K Buy
2024
Q3
$332K Buy
2024
Q2
$251K Buy
2024
Q1
$234K Buy
2022
Q3
Sell
2022
Q2
$49K Buy