Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$426K Hold
2025
Q1
$352K Buy
2024
Q4
$344K Sell
2024
Q3
$855K Sell
2024
Q2
$949K Sell
2024
Q1
$1,000K Sell
2023
Q4
$886K Hold
2023
Q3
$689K Sell
2023
Q2
$887K Sell
2023
Q1
$865K Sell
2022
Q4
$714K Hold
2022
Q3
$542K Buy