Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$707K Buy
2024
Q4
$605K Hold
2024
Q3
$503K Hold
2024
Q2
$429K Hold
2024
Q1
$367K Sell
2023
Q4
$322K Hold
2023
Q3
$324K Hold
2023
Q2
$327K Buy
2023
Q1
$274K Sell
2022
Q4
$267K Sell
2022
Q3
$295K Sell
2022
Q2
$312K Buy