Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$645K Sell
2025
Q1
$599K Sell
2024
Q4
$609K Buy
2024
Q3
$627K Sell
2024
Q2
$607K Buy
2024
Q1
$499K Hold
2023
Q4
$462K Sell
2023
Q3
$783K Buy
2023
Q2
$387K Hold
2023
Q1
$375K Hold
2022
Q4
$321K Hold
2022
Q3
$281K Hold
2022
Q2
$312K Hold
2022
Q1
$360K Buy
2021
Q3
Sell
2021
Q2
$3K Buy