Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$850K Sell
2025
Q1
$717K Sell
2024
Q4
$635K Buy
2024
Q3
$638K Hold
2024
Q2
$499K Hold
2024
Q1
$551K Buy
2023
Q4
$470K Hold
2023
Q3
$403K Sell
2023
Q2
$416K Hold
2023
Q1
$408K Hold
2022
Q4
$438K Hold
2022
Q3
$370K Hold
2022
Q2
$439K Sell
2022
Q1
$405K Sell
2021
Q4
$416K Buy