Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$299K Sell
2025
Q1
$355K Buy
2024
Q4
$358K Buy
2024
Q3
$352K Buy
2024
Q2
$306K Buy
2024
Q1
$254K Sell
2023
Q4
$334K Sell
2023
Q3
$271K Buy
2023
Q2
$235K Buy
2022
Q2
Sell
2022
Q1
$252K Buy