Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$593K Sell
2025
Q1
$623K Hold
2024
Q4
$533K Hold
2024
Q3
$561K Hold
2024
Q2
$614K Hold
2024
Q1
$570K Hold
2023
Q4
$559K Sell
2023
Q3
$552K Hold
2023
Q2
$518K Hold
2023
Q1
$494K Buy
2022
Q4
$484K Sell
2022
Q3
$466K Hold
2022
Q2
$489K Hold
2022
Q1
$514K Buy