Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$515K Buy
2025
Q1
$344K Buy
2024
Q4
$303K Buy
2024
Q3
$313K Buy
2024
Q2
$300K Buy
2024
Q1
$285K Buy
2023
Q4
$239K Sell
2023
Q3
$266K Buy
2023
Q2
$283K Sell
2023
Q1
$252K Buy
2022
Q4
$210K Buy