Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$466K Buy
2025
Q1
$350K Buy
2024
Q4
$275K Buy
2024
Q3
$230K Buy
2024
Q2
Sell
2024
Q1
$380K Buy
2023
Q4
$309K Sell
2023
Q3
$397K Sell
2023
Q2
$393K Buy
2023
Q1
$327K Buy
2022
Q4
$227K Buy