Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$759K Buy
2025
Q1
$585K Buy
2024
Q4
$446K Buy
2024
Q3
$431K Buy
2024
Q2
$406K Sell
2024
Q1
$409K Sell
2023
Q4
$411K Buy
2023
Q3
$359K Sell
2023
Q2
$372K Sell
2023
Q1
$366K Hold
2022
Q4
$375K Hold
2022
Q3
$262K Sell
2022
Q2
$326K Sell
2022
Q1
$395K Buy
2021
Q4
$456K Hold
2021
Q3
$474K Sell
2021
Q2
$446K Buy