Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
2025
Q1
$524K Hold
2024
Q4
$579K Sell
2024
Q3
$763K Buy
2024
Q2
$434K Hold
2024
Q1
$529K Hold
2023
Q4
$536K Hold
2023
Q3
$417K Hold
2023
Q2
$439K Hold
2023
Q1
$401K Sell
2022
Q4
$529K Buy