Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$758K Buy
2025
Q1
$575K Hold
2024
Q4
$663K Sell
2024
Q3
$568K Buy
2024
Q2
$580K Buy
2024
Q1
$538K Buy
2023
Q4
$444K Buy