Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$618K Buy
2025
Q1
$385K Buy
2024
Q4
$452K Hold
2024
Q3
$409K Buy
2024
Q2
$359K Sell
2024
Q1
$285K Sell
2023
Q4
$294K Sell
2023
Q3
$295K Buy
2023
Q2
$237K Buy