Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$919K Buy
2025
Q1
$612K Hold
2024
Q4
$542K Buy
2024
Q3
$481K Buy
2023
Q2
Sell
2023
Q1
$154K Sell
2022
Q4
$377K Buy