Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$705K Hold
2024
Q4
$1.1M Hold
2024
Q3
$712K Hold
2024
Q2
$538K Hold
2024
Q1
$478K Buy
2023
Q4
$343K Hold
2023
Q3
$345K Hold
2023
Q2
$361K Buy