Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$597K Hold
2025
Q1
$617K Sell
2024
Q4
$637K Sell
2024
Q3
$709K Sell
2024
Q2
$668K Sell
2024
Q1
$746K Sell
2023
Q4
$759K Sell
2023
Q3
$771K Hold
2023
Q2
$723K Buy