Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$508K Sell
2025
Q1
$459K Hold
2024
Q4
$498K Hold
2024
Q3
$648K Sell
2024
Q2
$646K Hold
2024
Q1
$739K Sell
2023
Q4
$661K Sell
2023
Q3
$607K Sell
2023
Q2
$554K Sell
2023
Q1
$627K Sell
2022
Q4
$606K Sell
2022
Q3
$533K Hold
2022
Q2
$538K Sell
2022
Q1
$629K Hold
2021
Q4
$720K Buy