Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$779K Hold
2025
Q1
$626K Hold
2024
Q4
$829K Sell
2024
Q3
$980K Sell
2024
Q2
$853K Hold
2024
Q1
$1.06M Hold
2023
Q4
$1.23M Hold
2023
Q3
$1.08M Hold
2023
Q2
$1.25M Hold
2023
Q1
$1.39M Hold
2022
Q4
$1.32M Buy
2022
Q3
$936K Hold
2022
Q2
$1.15M Hold
2022
Q1
$1.51M Buy