Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$260K Sell
2025
Q1
$312K Buy
2024
Q4
$327K Buy
2024
Q3
$372K Hold
2024
Q2
$406K Buy
2024
Q1
$426K Hold
2023
Q4
$352K Buy
2023
Q3
$329K Hold
2023
Q2
$369K Buy
2023
Q1
$338K Hold
2022
Q4
$353K Hold
2022
Q3
$275K Sell
2022
Q2
$310K Buy