Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$487K Buy
2024
Q4
$499K Buy
2024
Q3
$435K Buy
2024
Q2
$438K Buy
2024
Q1
$450K Buy
2023
Q4
$317K Sell
2023
Q3
$304K Sell
2023
Q2
$324K Buy