Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$631K Hold
2025
Q1
$583K Buy
2024
Q4
$509K Sell
2024
Q3
$599K Sell
2024
Q2
$602K Sell
2024
Q1
$602K Buy
2023
Q4
$445K Buy
2023
Q3
$349K Buy
2023
Q2
$419K Buy
2023
Q1
$275K Sell
2022
Q4
$305K Buy
2022
Q3
$238K Buy