Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$625K Hold
2025
Q1
$705K Hold
2024
Q4
$598K Hold
2024
Q3
$665K Hold
2024
Q2
$578K Sell
2024
Q1
$833K Buy
2023
Q4
$524K Hold
2023
Q3
$467K Sell
2023
Q2
$777K Sell
2023
Q1
$1.42M Buy
2022
Q4
$453K Sell
2022
Q3
$484M Hold
2022
Q2
$552K Buy