Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$670K Hold
2025
Q1
$596K Buy
2024
Q4
$567K Buy
2024
Q3
$510K Buy
2024
Q2
$436K Buy
2024
Q1
$308K Buy
2023
Q4
$312K Sell
2023
Q3
$335K Hold
2023
Q2
$323K Sell
2023
Q1
$331K Buy
2022
Q4
$294K Sell
2022
Q3
$248K Sell
2022
Q2
$265K Sell
2022
Q1
$354K Buy
2021
Q4
$393K Buy