Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$563K Buy
2025
Q1
$416K Buy
2024
Q4
$384K Buy
2024
Q3
$428K Buy
2024
Q2
$453K Hold
2024
Q1
$384K Sell
2023
Q4
$320K Sell
2023
Q3
$253K Buy
2023
Q2
$266K Buy
2023
Q1
$212K Buy