Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$607K Hold
2025
Q1
$593K Hold
2024
Q4
$619K Hold
2024
Q3
$902K Hold
2024
Q2
$727K Hold
2024
Q1
$1.34M Hold
2023
Q4
$992K Hold
2023
Q3
$312K Hold
2023
Q2
$359K Hold
2023
Q1
$413K Hold
2022
Q4
$496K Hold
2022
Q3
$739K Buy