Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$829K Buy
2025
Q1
$679K Sell
2024
Q4
$820K Buy
2024
Q3
$661K Hold
2024
Q2
$517K Hold
2024
Q1
$571K Hold
2023
Q4
$489K Hold
2023
Q3
$420K Hold
2023
Q2
$400K Hold
2023
Q1
$392K Hold
2022
Q4
$422K Sell
2022
Q3
$376K Buy
2022
Q2
$422K Sell
2022
Q1
$390K Hold
2021
Q4
$401K Buy