Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$528K Hold
2025
Q1
$550K Hold
2024
Q4
$470K Sell
2024
Q3
$765K Sell
2024
Q2
$1M Hold
2024
Q1
$933K Hold
2023
Q4
$916K Hold
2023
Q3
$896K Hold
2023
Q2
$840K Hold
2023
Q1
$801K Hold
2022
Q4
$793K Hold
2022
Q3
$693K Buy