Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Buy
2025
Q1
$425K Buy
2024
Q4
$435K Buy
2024
Q3
$437K Buy
2024
Q2
$366K Sell
2024
Q1
$457K Buy
2023
Q4
$366K Buy
2023
Q3
$295K Buy