Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$609K Sell
2025
Q1
$525K Hold
2024
Q4
$641K Sell
2024
Q3
$688K Hold
2024
Q2
$651K Sell
2024
Q1
$722K Sell
2023
Q4
$698K Buy
2023
Q3
$473K Hold
2023
Q2
$446K Hold
2023
Q1
$380K Hold
2022
Q4
$348K Hold
2022
Q3
$296K Sell
2022
Q2
$322K Hold
2022
Q1
$387K Sell
2021
Q4
$449K Buy