Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$519K Hold
2025
Q1
$430K Buy
2024
Q4
Sell
2024
Q3
$598K Hold
2024
Q2
$646K Hold
2024
Q1
$744K Buy
2023
Q4
$528K Hold
2023
Q3
$464K Buy