Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$729K Hold
2025
Q1
$720K Buy
2024
Q4
$622K Hold
2024
Q3
$541K Sell
2024
Q2
$531K Hold
2024
Q1
$564K Hold
2023
Q4
$526K Hold
2023
Q3
$465K Sell
2023
Q2
$491K Buy
2023
Q1
$454K Sell
2022
Q4
$420K Buy