Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$473K Buy
2025
Q1
$373K Sell
2024
Q4
$714K Buy
2024
Q3
$631K Hold
2024
Q2
$688K Hold
2024
Q1
$733K Hold
2023
Q4
$606K Hold
2023
Q3
$572K Sell
2023
Q2
$770K Hold
2023
Q1
$710K Buy
2022
Q4
$616K Buy
2022
Q3
$358K Buy
2022
Q2
$282K Buy