Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$281K Buy
2025
Q1
$266K Buy
2024
Q4
$258K Buy
2024
Q3
$249K Buy
2024
Q2
$209K Buy
2022
Q3
Sell
2022
Q2
$251K Buy
2022
Q1
$276K Buy