Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$803K Hold
2025
Q1
$938K Hold
2024
Q4
$812K Hold
2024
Q3
$825K Sell
2024
Q2
$1.09M Hold
2024
Q1
$1.1M Sell
2023
Q4
$1.04M Sell
2023
Q3
$1.18M Sell
2023
Q2
$1.11M Hold
2023
Q1
$1.15M Buy