Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$384K Hold
2025
Q1
$399K Hold
2024
Q4
$341K Sell
2024
Q3
$505K Sell
2024
Q2
$776K Hold
2024
Q1
$721K Sell
2023
Q4
$938K Hold
2023
Q3
$917K Hold
2023
Q2
$860K Hold
2023
Q1
$820K Hold
2022
Q4
$812K Hold
2022
Q3
$709K Sell
2022
Q2
$755K Sell
2022
Q1
$857K Buy