Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$909K Hold
2025
Q1
$676K Hold
2024
Q4
$626K Hold
2024
Q3
$666K Hold
2024
Q2
$783K Sell
2024
Q1
$690K Buy
2023
Q4
$611K Buy
2023
Q3
$450K Hold
2023
Q2
$459K Buy