Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$836K Sell
2025
Q1
$868K Hold
2024
Q4
$1.12M Buy
2024
Q3
$546K Hold
2024
Q2
$495K Buy
2024
Q1
$458K Hold
2023
Q4
$367K Hold
2023
Q3
$450K Hold
2023
Q2
$535K Hold
2023
Q1
$468K Hold
2022
Q4
$496K Buy