Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$703K Hold
2024
Q4
$835K Hold
2024
Q3
$820K Hold
2024
Q2
$825K Hold
2024
Q1
$858K Hold
2023
Q4
$794K Buy
2023
Q3
$574K Buy
2023
Q2
$452K Hold
2023
Q1
$407K Hold
2022
Q4
$381K Buy
2022
Q3
$281K Buy