Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$487K Hold
2024
Q4
$417K Hold
2024
Q3
$439K Sell
2024
Q2
$489K Sell
2024
Q1
$459K Hold
2023
Q4
$451K Hold
2023
Q3
$434K Hold
2023
Q2
$428K Sell
2023
Q1
$442K Buy
2022
Q4
$431K Buy
2022
Q3
$376K Sell
2022
Q2
$447K Hold
2022
Q1
$470K Buy