Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$552K Buy
2025
Q1
$393K Sell
2024
Q4
$446K Buy
2024
Q3
$426K Buy
2024
Q2
$400K Buy
2024
Q1
$389K Sell
2023
Q4
$667K Buy
2023
Q3
$244K Buy