Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$472K Sell
2025
Q1
$568K Buy
2024
Q4
$419K Buy
2024
Q3
$363K Hold
2024
Q2
$347K Hold
2024
Q1
$369K Hold
2023
Q4
$344K Buy
2023
Q3
$273K Hold
2023
Q2
$281K Sell
2023
Q1
$268K Buy
2022
Q4
$241K Hold
2022
Q3
$207K Hold
2022
Q2
$228K Buy