Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$446K Hold
2025
Q1
$317K Hold
2024
Q4
$475K Sell
2024
Q3
$419K Hold
2024
Q2
$693K Buy
2024
Q1
$355K Hold
2023
Q4
$555K Buy
2023
Q3
$539K Sell
2023
Q2
$850K Buy
2023
Q1
$665K Buy
2022
Q4
$341K Buy