Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$446K Buy
2025
Q1
$416K Buy
2024
Q4
$350K Sell
2024
Q3
$405K Sell
2024
Q2
$612K Buy
2024
Q1
$378K Buy
2023
Q4
$334K Buy
2023
Q3
$273K Sell
2023
Q2
$305K Buy
2023
Q1
$277K Buy
2022
Q4
Sell
2022
Q3
$204K Buy