Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$423K Hold
2025
Q1
$525K Hold
2024
Q4
$882K Hold
2024
Q3
$749K Hold
2024
Q2
$548K Hold
2024
Q1
$780K Hold
2023
Q4
$653K Hold
2023
Q3
$592K Hold
2023
Q2
$738K Hold
2023
Q1
$546K Buy
2022
Q4
$307K Hold
2022
Q3
$283K Buy