Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$704K Hold
2025
Q1
$733K Buy
2024
Q4
Sell
2024
Q3
$330K Hold
2024
Q2
$361K Hold
2024
Q1
$335K Hold
2023
Q4
$329K Hold
2023
Q3
$322K Hold
2023
Q2
$302K Hold
2023
Q1
$288K Hold
2022
Q4
$285K Sell
2022
Q3
$746K Hold
2022
Q2
$784K Buy