Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$527K Buy
2025
Q1
$356K Buy
2024
Q4
$507K Buy
2024
Q3
$351K Buy
2024
Q2
$319K Buy
2024
Q1
$260K Buy
2023
Q4
$229K Buy
2023
Q3
Sell
2023
Q2
$218K Buy