Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$692K Hold
2025
Q1
$539K Buy
2024
Q4
$547K Hold
2024
Q3
$541K Sell
2024
Q2
$661K Hold
2024
Q1
$653K Buy
2023
Q4
$627K Sell
2023
Q3
$607K Buy