Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$964K Hold
2025
Q1
$661K Hold
2024
Q4
$819K Buy
2024
Q3
$736K Hold
2024
Q2
$749K Buy
2024
Q1
$542K Hold
2023
Q4
$297K Hold
2023
Q3
$261K Hold
2023
Q2
$254K Buy