Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$578K Sell
2024
Q4
$691K Hold
2024
Q3
$607K Hold
2024
Q2
$608K Hold
2024
Q1
$476K Hold
2023
Q4
$364K Sell
2023
Q3
$342K Buy
2023
Q2
$383K Buy
2023
Q1
$344K Buy
2022
Q4
$220K Hold
2022
Q3
$203K Buy
2022
Q2
$219K Buy