Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$865K Sell
2025
Q1
$1.04M Sell
2024
Q4
$1.25M Sell
2024
Q3
$1.27M Hold
2024
Q2
$1.03M Hold
2024
Q1
$1.02M Hold
2023
Q4
$977K Buy
2023
Q3
$573K Hold
2023
Q2
$603K Hold
2023
Q1
$668K Hold
2022
Q4
$672K Buy