Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$664K Hold
2025
Q1
$586K Hold
2024
Q4
$538K Hold
2024
Q3
$500K Hold
2024
Q2
$441K Buy
2023
Q3
Sell
2023
Q2
$299K Buy