Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$502K Hold
2025
Q1
$382K Hold
2024
Q4
$466K Sell
2024
Q3
$468K Hold
2024
Q2
$443K Hold
2024
Q1
$442K Sell
2023
Q4
$340K Sell
2023
Q3
$302K Sell
2023
Q2
$285K Sell
2023
Q1
$244K Hold
2022
Q4
$224K Buy
2022
Q2
Sell
2022
Q1
$224K Hold
2021
Q4
$255K Buy
2021
Q3
$210K Hold
2021
Q2
$208K Buy