Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
2025
Q1
$261K Buy
2024
Q4
$235K Buy
2024
Q3
$226K Buy
2024
Q2
$191K Buy
2024
Q1
$217K Sell
2023
Q4
$194K Buy