Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$255K Sell
2025
Q1
$494K Buy
2024
Q4
$440K Buy
2024
Q3
$370K Buy
2024
Q2
$147K Buy
2024
Q1
$60.6K Buy
2023
Q4
$88.3K Buy
2023
Q3
$45.8K Buy
2023
Q2
$52.6K Buy