Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Hold
2025
Q1
$326K Sell
2024
Q4
$292K Sell
2024
Q3
$601K Buy
2024
Q2
$561K Hold
2024
Q1
$625K Sell
2023
Q4
$555K Sell
2023
Q3
$562K Buy
2023
Q2
$533K Hold
2023
Q1
$532K Sell
2022
Q4
$543K Buy
2022
Q3
$424K Buy