Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Sell
2025
Q1
$560K Buy
2024
Q4
$15.1K Hold
2024
Q3
$16.8K Hold
2024
Q2
$15.7K Hold
2024
Q1
$17.4K Hold
2023
Q4
$17.6K Sell
2023
Q3
$22.4K Buy