Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$910K Sell
2025
Q1
$1.01M Hold
2024
Q4
$1.1M Buy
2024
Q3
$647K Sell
2024
Q2
$599K Hold
2024
Q1
$1.03M Hold
2023
Q4
$960K Hold
2023
Q3
$1.25M Buy
2023
Q2
$923K Buy
2023
Q1
$817K Hold
2022
Q4
$552K Buy