Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
2025
Q1
$380K Buy
2024
Q4
$365K Sell
2024
Q3
$316K Buy
2024
Q2
$279K Buy
2024
Q1
$250K Buy
2023
Q4
$193K Buy
2023
Q3
$118K Buy
2023
Q2
$121K Sell
2023
Q1
$115K Buy
2022
Q4
$50K Buy