Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$554K Sell
2025
Q1
$637K Hold
2024
Q4
$584K Hold
2024
Q3
$543K Hold
2024
Q2
$478K Buy
2024
Q1
$395K Hold
2023
Q4
$313K Hold
2023
Q3
$262K Buy
2023
Q2
$232K Buy