Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$818K Hold
2025
Q1
$511K Hold
2024
Q4
$902K Hold
2024
Q3
$539K Buy
2024
Q2
$637K Hold
2024
Q1
$469K Hold
2023
Q4
$597K Buy