Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$502K Buy
2025
Q1
$377K Buy
2024
Q4
$338K Buy
2024
Q3
$409K Buy
2024
Q2
$403K Hold
2024
Q1
$342K Buy
2023
Q4
$270K Sell
2023
Q3
$285K Buy
2023
Q2
$280K Hold
2023
Q1
$230K Hold
2022
Q4
$218K Buy