Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$503K Buy
2025
Q1
$514K Sell
2024
Q4
$440K Hold
2024
Q3
$489K Sell
2024
Q2
$429K Sell
2024
Q1
$470K Sell
2023
Q4
$407K Buy
2023
Q3
$388K Sell
2023
Q2
$366K Buy
2023
Q1
$430K Sell
2022
Q4
$452K Sell
2022
Q3
$443K Buy
2022
Q2
$433K Hold
2022
Q1
$458K Buy
2021
Q4
$369K Buy