Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$252K Hold
2025
Q1
$179K Buy
2024
Q4
$262K Buy
2024
Q3
$220K Hold
2024
Q2
$364K Sell
2024
Q1
$313K Hold
2023
Q4
$489K Buy
2023
Q3
$465K Buy
2023
Q2
$283K Buy
2023
Q1
$223K Buy