Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$377K Sell
2025
Q1
$406K Sell
2024
Q4
$447K Hold
2024
Q3
$433K Hold
2024
Q2
$415K Hold
2024
Q1
$358K Buy
2023
Q4
$315K Sell
2023
Q3
$306K Sell
2023
Q2
$302K Sell
2023
Q1
$364K Buy
2022
Q4
$325K Hold
2022
Q3
$336K Buy
2022
Q2
$333K Buy
2022
Q1
$343K Buy
2021
Q4
$326K Buy
2021
Q1
$343K Buy