Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$731K Hold
2024
Q4
$722K Hold
2024
Q3
$672K Hold
2024
Q2
$634K Hold
2024
Q1
$606K Hold
2023
Q4
$552K Hold
2023
Q3
$447K Hold
2023
Q2
$612K Hold
2023
Q1
$486K Buy