Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$590K Hold
2025
Q1
$497K Hold
2024
Q4
$440K Hold
2024
Q3
$442K Sell
2024
Q2
$347K Sell
2024
Q1
$391K Buy
2023
Q4
$327K Hold
2023
Q3
$281K Hold
2023
Q2
$268K Hold
2023
Q1
$262K Hold
2022
Q4
$282K Buy