Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$514K Sell
2025
Q1
$458K Sell
2024
Q4
$478K Sell
2024
Q3
$422K Sell
2024
Q2
$425K Sell
2024
Q1
$416K Hold
2023
Q4
$416K Sell
2023
Q3
$349K Buy
2023
Q2
$515K Sell
2023
Q1
$438K Buy
2022
Q4
$412K Sell
2022
Q3
$338K Buy
2022
Q2
$420K Sell
2022
Q1
$244K Buy
2021
Q4
$339K Buy
2021
Q3
$358K Buy