Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$696K Buy
2025
Q1
$606K Buy
2024
Q4
$573K Hold
2024
Q3
$728K Hold
2024
Q2
$669K Hold
2024
Q1
$677K Sell
2023
Q4
$828K Hold
2023
Q3
$690K Buy
2023
Q2
$719K Sell
2023
Q1
$851K Buy