Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$775K Hold
2025
Q1
$867K Hold
2024
Q4
$780K Sell
2024
Q3
$791K Hold
2024
Q2
$671K Hold
2024
Q1
$763K Hold
2023
Q4
$665K Hold
2023
Q3
$741K Hold
2023
Q2
$789K Buy