Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$519K Buy
2025
Q1
$459K Hold
2024
Q4
$440K Sell
2024
Q3
$414K Sell
2024
Q2
$371K Sell
2024
Q1
$417K Buy
2023
Q4
$417K Buy
2023
Q3
$443K Buy
2023
Q2
$413K Hold
2023
Q1
$417K Buy
2022
Q4
$347K Hold
2022
Q3
$291K Sell
2022
Q2
$318K Buy
2022
Q1
$412K Hold
2021
Q4
$468K Buy