Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$439K Sell
2024
Q4
$669K Hold
2024
Q3
$617K Buy
2024
Q2
$621K Hold
2024
Q1
$635K Buy
2023
Q4
$753K Buy
2023
Q3
Hold