Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$578K Hold
2025
Q1
$499K Buy
2024
Q4
$457K Hold
2024
Q3
$506K Hold
2024
Q2
$387K Hold
2024
Q1
$383K Buy
2023
Q4
$389K Buy