Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$324K Buy
2025
Q1
$352K Buy
2024
Q4
$297K Buy
2024
Q3
$366K Buy
2024
Q2
$296K Buy
2024
Q1
$287K Buy
2023
Q4
$286K Buy
2023
Q3
$191K Buy
2023
Q2
$243K Sell
2023
Q1
$286K Buy
2022
Q4
$328K Buy