Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$458K Hold
2025
Q1
$562K Hold
2024
Q4
$620K Hold
2024
Q3
$622K Hold
2024
Q2
$521K Hold
2024
Q1
$584K Hold
2023
Q4
$544K Sell
2023
Q3
$534K Buy
2023
Q2
Sell
2023
Q1
$326K Sell
2022
Q4
$335K Sell
2022
Q3
$363K Buy
2022
Q2
$342K Buy