Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$568K Hold
2025
Q1
$479K Hold
2024
Q4
$424K Sell
2024
Q3
$439K Hold
2024
Q2
$343K Sell
2024
Q1
$386K Hold
2023
Q4
$330K Hold
2023
Q3
$283K Hold
2023
Q2
$270K Hold
2023
Q1
$265K Hold
2022
Q4
$284K Buy