Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$711K Hold
2025
Q1
$740K Hold
2024
Q4
$633K Hold
2024
Q3
$666K Sell
2024
Q2
$795K Sell
2024
Q1
$848K Buy
2023
Q4
$725K Sell
2023
Q3
$721K Sell
2023
Q2
$680K Sell
2023
Q1
$653K Sell
2022
Q4
$757K Hold
2022
Q3
$662K Sell
2022
Q2
$704K Buy
2022
Q1
$731K Buy