Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$560K Hold
2025
Q1
$568K Hold
2024
Q4
$501K Hold
2024
Q3
$587K Hold
2024
Q2
$774K Hold
2024
Q1
$1.1M Hold
2023
Q4
$1.26M Hold
2023
Q3
$889K Hold
2023
Q2
$836K Buy