Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$635K Hold
2025
Q1
$641K Sell
2024
Q4
$586K Hold
2024
Q3
$477K Hold
2024
Q2
$410K Hold
2024
Q1
$431K Hold
2023
Q4
$363K Hold
2023
Q3
$395K Hold
2023
Q2
$383K Hold
2023
Q1
$318K Sell
2022
Q4
$364K Hold
2022
Q3
$345K Buy