Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Hold
2025
Q1
$357K Buy
2024
Q4
$423K Sell
2024
Q3
$449K Buy
2024
Q2
$549K Sell
2024
Q1
$583K Buy
2023
Q4
$662K Buy
2022
Q2
$709K Buy
2021
Q3
$833K Sell
2021
Q2
$809K Buy
2021
Q1
$689K Sell
2020
Q4
$613K Buy