Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$517K Sell
2025
Q1
$467K Buy
2024
Q4
$512K Buy
2024
Q3
$545K Buy
2024
Q2
$527K Hold
2024
Q1
$584K Sell
2023
Q4
$553K Hold
2023
Q3
$491K Hold
2023
Q2
$544K Buy
2022
Q2
Sell
2022
Q1
$225K Hold
2021
Q4
$226K Buy