Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$514K Hold
2025
Q1
$477K Hold
2024
Q4
$429K Hold
2024
Q3
$449K Sell
2024
Q2
$447K Sell
2024
Q1
$532K Hold
2023
Q4
$488K Buy
2023
Q3
$409K Hold
2023
Q2
$406K Sell
2023
Q1
$471K Hold
2022
Q4
$403K Hold
2022
Q3
$353K Buy
2022
Q2
$217K Buy