Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$529K Hold
2025
Q1
$401K Sell
2024
Q4
$393K Buy
2024
Q3
$404K Sell
2024
Q2
$843K Sell
2024
Q1
$715K Buy
2023
Q4
$428K Buy
2023
Q3
$337K Hold
2023
Q2
$356K Buy