Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$737K Hold
2025
Q1
$799K Hold
2024
Q4
$708K Sell
2024
Q3
$749K Hold
2024
Q2
$789K Buy
2024
Q1
Sell
2023
Q4
$347K Hold
2023
Q3
$283K Buy