Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$915K Hold
2025
Q1
$892K Hold
2024
Q4
$761K Hold
2024
Q3
$767K Hold
2024
Q2
$699K Hold
2024
Q1
$764K Hold
2023
Q4
$740K Sell
2023
Q3
$665K Hold
2023
Q2
$748K Hold
2023
Q1
$695K Buy