Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$723K Buy
2025
Q1
$349K Hold
2024
Q4
$515K Hold
2024
Q3
$390K Hold
2024
Q2
$379K Buy
2023
Q2
Sell
2023
Q1
$102K Hold
2022
Q4
$103K Hold
2022
Q3
$160K Hold
2022
Q2
$167K Buy