Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$490K Buy
2025
Q1
$489K Buy
2024
Q4
$429K Buy
2024
Q3
$382K Buy
2024
Q2
$342K Buy
2024
Q1
$390K Sell
2023
Q4
$394K Buy
2023
Q3
$378K Buy
2023
Q2
$407K Hold
2023
Q1
$396K Sell
2022
Q4
$377K Buy