Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$640K Sell
2025
Q1
$626K Sell
2024
Q4
$958K Buy
2024
Q3
$572K Hold
2024
Q2
$548K Hold
2024
Q1
$473K Hold
2023
Q4
$426K Buy
2023
Q3
$269K Buy
2023
Q2
$256K Buy
2023
Q1
$236K Hold
2022
Q4
$216K Hold
2022
Q3
$224K Hold
2022
Q2
$226K Buy