Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$656K Buy
2025
Q1
$327K Buy
2024
Q4
$295K Buy
2024
Q3
Sell
2024
Q2
$271K Buy
2024
Q1
Sell
2023
Q4
$205K Buy
2023
Q1
Sell
2022
Q4
$270K Buy