Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$537K Sell
2025
Q1
$588K Buy
2024
Q4
$675K Buy
2024
Q3
$635K Buy
2024
Q2
$620K Buy
2024
Q1
$524K Buy
2023
Q4
$365K Buy
2023
Q3
$381K Buy
2023
Q2
$356K Buy