Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$832K Buy
2024
Q4
$866K Hold
2024
Q3
$697K Hold
2024
Q2
$651K Hold
2024
Q1
$576K Hold
2023
Q4
$618K Hold
2023
Q3
$650K Hold
2023
Q2
$629K Hold
2023
Q1
$552K Hold
2022
Q4
$591K Hold
2022
Q3
$483K Hold
2022
Q2
$464K Hold
2022
Q1
$642K Buy