Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$585K Sell
2025
Q1
$525K Buy
2024
Q4
$489K Buy
2024
Q3
$425K Buy
2024
Q2
$368K Buy
2024
Q1
$385K Buy
2023
Q2
$214K Buy
2023
Q1
$201K Buy