Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$753K Hold
2025
Q1
$781K Hold
2024
Q4
$788K Hold
2024
Q3
$1.18M Hold
2024
Q2
$1.1M Sell
2024
Q1
$1.21M Hold
2023
Q4
$1.41M Hold
2023
Q3
$1.37M Hold
2023
Q2
$1.63M Sell
2023
Q1
$1.69M Buy