Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$476K Sell
2025
Q1
$448K Buy
2024
Q4
$411K Buy
2024
Q3
$351K Buy
2024
Q2
$259K Sell
2024
Q1
$280K Buy
2023
Q4
$271K Sell
2023
Q3
$314K Buy
2023
Q2
$301K Buy