Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$651K Buy
2025
Q1
$584K Sell
2024
Q4
$685K Buy
2024
Q3
Sell
2024
Q2
$223K Hold
2024
Q1
$240K Buy
2023
Q4
Sell
2023
Q3
$221K Buy
2022
Q2
Sell
2022
Q1
$497K Buy
2021
Q4
$238K Hold
2021
Q3
$264K Hold
2021
Q2
$303K Sell
2021
Q1
$317K Hold
2020
Q4
$223K Hold
2020
Q3
$117K Buy