Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$589K Buy
2025
Q1
$586K Buy
2024
Q4
$581K Sell
2024
Q3
$751K Buy
2024
Q2
$632K Buy
2024
Q1
$699K Buy
2023
Q4
$664K Buy
2023
Q3
$562K Hold
2023
Q2
$599K Hold
2023
Q1
$572K Hold
2022
Q4
$591K Buy