Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$749K Hold
2025
Q1
$783K Hold
2024
Q4
$820K Hold
2024
Q3
$894K Sell
2024
Q2
$896K Hold
2024
Q1
$888K Sell
2023
Q4
$922K Buy
2023
Q3
$1.06M Sell
2023
Q2
$1.23M Buy
2023
Q1
$1.32M Buy