Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Buy
2025
Q1
$497K Hold
2024
Q4
$481K Buy
2024
Q3
$457K Sell
2024
Q2
$495K Sell
2024
Q1
$454K Hold
2023
Q4
$388K Sell
2023
Q3
$342K Sell
2023
Q2
$721K Sell
2023
Q1
$726K Buy
2022
Q4
$625K Buy
2022
Q3
$632K Sell
2022
Q2
$644K Buy
2022
Q1
$726K Buy