Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$524K Sell
2025
Q1
$468K Hold
2024
Q4
$546K Hold
2024
Q3
$483K Sell
2024
Q2
$503K Hold
2024
Q1
$544K Buy
2023
Q4
$496K Sell
2023
Q3
$453K Buy
2023
Q2
$484K Hold
2023
Q1
$488K Sell
2022
Q4
$421K Buy
2022
Q3
$378K Sell
2022
Q2
$676K Buy
2022
Q1
$668K Sell
2021
Q4
$846K Buy