Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
2025
Q1
$454K Sell
2024
Q4
$710K Buy
2024
Q3
$379K Sell
2024
Q2
$397K Buy
2024
Q1
$308K Buy
2023
Q4
$256K Buy
2023
Q3
$223K Buy