Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$348K Hold
2025
Q1
$388K Hold
2024
Q4
$324K Hold
2024
Q3
$399K Hold
2024
Q2
$389K Hold
2024
Q1
$354K Sell
2023
Q4
$936K Buy
2023
Q3
$850K Hold
2023
Q2
$730K Hold
2023
Q1
$798K Buy
2022
Q4
$316K Hold
2022
Q3
$280K Sell
2022
Q2
$371K Hold
2022
Q1
$382K Hold
2021
Q4
$337K Buy