Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$480K Sell
2025
Q1
$433K Buy
2024
Q4
$476K Buy
2024
Q3
$487K Buy
2024
Q2
$510K Buy
2024
Q1
$296K Buy
2023
Q4
$265K Buy