Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$943K Hold
2025
Q1
$818K Hold
2024
Q4
$943K Hold
2024
Q3
$801K Buy
2024
Q2
$750K Hold
2024
Q1
$700K Buy
2023
Q4
$574K Hold
2023
Q3
$481K Buy