Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
2025
Q1
$665K Hold
2024
Q4
$797K Hold
2024
Q3
$1.09M Hold
2024
Q2
$1.19M Hold
2024
Q1
$1.28M Hold
2023
Q4
$1.08M Hold
2023
Q3
$936K Hold
2023
Q2
$951K Hold
2023
Q1
$812K Hold
2022
Q4
$738K Hold
2022
Q3
$698K Hold
2022
Q2
$823K Buy