Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$961K Buy
2025
Q1
$482K Hold
2024
Q4
$732K Hold
2024
Q3
$726K Hold
2024
Q2
$786K Hold
2024
Q1
$892K Hold
2023
Q4
$1.04M Hold
2023
Q3
$833K Hold
2023
Q2
$824K Hold
2023
Q1
$835K Buy