Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$728K Hold
2024
Q4
$801K Hold
2024
Q3
$773K Hold
2024
Q2
$924K Hold
2024
Q1
$1.01M Buy
2023
Q4
$826K Hold
2023
Q3
$833K Buy
2023
Q2
$777K Buy
2022
Q4
Sell
2022
Q3
$635K Hold
2022
Q2
$538K Sell
2022
Q1
$1.04M Buy
2021
Q4
$709K Buy