Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$812K Hold
2025
Q1
$917K Hold
2024
Q4
$777K Hold
2024
Q3
$864K Hold
2024
Q2
$750K Hold
2024
Q1
$797K Hold
2023
Q4
$678K Buy
2023
Q3
$574K Buy
2023
Q2
Sell
2023
Q1
$637K Buy
2022
Q4
$581K Buy
2022
Q3
Sell
2022
Q2
$375K Buy