Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$963K Sell
2025
Q1
$1.03M Hold
2024
Q4
$919K Buy
2024
Q3
$845K Hold
2024
Q2
$809K Hold
2024
Q1
$790K Hold
2023
Q4
$698K Hold
2023
Q3
$676K Hold
2023
Q2
$645K Hold
2023
Q1
$655K Hold
2022
Q4
$624K Hold
2022
Q3
$570K Buy