Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$669K Sell
2025
Q1
$717K Hold
2024
Q4
$763K Hold
2024
Q3
$727K Sell
2024
Q2
$933K Sell
2024
Q1
$1.24M Buy
2023
Q4
$978K Sell
2023
Q3
$883K Buy
2023
Q2
$842K Sell
2023
Q1
$847K Buy
2022
Q4
$684K Buy