Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$501K Hold
2025
Q1
$566K Hold
2024
Q4
$495K Sell
2024
Q3
$683K Hold
2024
Q2
$785K Hold
2024
Q1
$820K Hold
2023
Q4
$770K Hold
2023
Q3
$842K Hold
2023
Q2
$768K Hold
2023
Q1
$876K Sell
2022
Q4
$802K Buy