Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$444K Buy
2025
Q1
$387K Sell
2024
Q4
$506K Buy
2024
Q3
$437K Buy
2024
Q2
$479K Buy
2024
Q1
$527K Buy
2023
Q4
$346K Buy
2023
Q3
$328K Buy