Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$640K Hold
2025
Q1
$602K Sell
2024
Q4
$572K Sell
2024
Q3
$634K Sell
2024
Q2
$602K Buy
2024
Q1
$573K Hold
2023
Q4
$493K Sell
2023
Q3
$427K Hold
2023
Q2
$470K Sell
2023
Q1
$450K Sell
2022
Q4
$425K Sell
2022
Q3
$528K Buy