Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$520K Hold
2025
Q1
$497K Hold
2024
Q4
$481K Buy
2024
Q3
$461K Sell
2024
Q2
$464K Hold
2024
Q1
$400K Hold
2023
Q4
$361K Hold
2023
Q3
$309K Hold
2023
Q2
$294K Buy
2023
Q1
$262K Hold
2022
Q4
$240K Buy