Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Sell
2025
Q1
$420K Hold
2024
Q4
$499K Buy
2024
Q3
$404K Hold
2024
Q2
$404K Sell
2024
Q1
$681K Sell
2023
Q4
$522K Buy
2023
Q3
$432K Buy
2023
Q2
$501K Buy
2023
Q1
$204K Buy
2022
Q2
Sell
2022
Q1
$229K Hold
2021
Q4
$264K Buy