Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$973K Sell
2025
Q1
$952K Sell
2024
Q4
$849K Buy
2024
Q3
$832K Buy
2024
Q2
$653K Buy
2024
Q1
$203K Buy
2023
Q3
Sell
2023
Q2
$205K Hold
2023
Q1
$205K Buy
2022
Q4
Sell
2022
Q3
$211K Buy
2022
Q2
$210K Buy