Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$654K Hold
2025
Q1
$567K Buy
2024
Q4
$649K Hold
2024
Q3
$552K Hold
2024
Q2
$572K Buy
2024
Q1
$521K Buy
2023
Q4
$419K Hold
2023
Q3
$351K Sell
2023
Q2
$368K Buy
2023
Q1
$286K Buy
2022
Q4
$217K Sell
2022
Q3
$303K Buy