Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$408K Sell
2025
Q1
$419K Hold
2024
Q4
$378K Hold
2024
Q3
$329K Sell
2024
Q2
$323K Buy
2024
Q1
$343K Hold
2023
Q4
$320K Buy
2023
Q3
$273K Sell
2023
Q2
$293K Sell
2023
Q1
$290K Hold
2022
Q4
$267K Buy