Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$551K Sell
2025
Q1
$495K Sell
2024
Q4
$597K Hold
2024
Q3
$697K Buy
2024
Q2
$590K Buy
2024
Q1
$730K Hold
2023
Q4
$844K Sell
2023
Q3
$749K Buy
2023
Q2
$594K Buy