Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$604K Buy
2025
Q1
$615K Sell
2024
Q4
$582K Buy
2024
Q3
$612K Buy
2024
Q2
$670K Buy
2024
Q1
$622K Sell
2023
Q4
$627K Buy
2023
Q3
$609K Buy
2023
Q2
$544K Hold
2023
Q1
$518K Hold
2022
Q4
$513K Sell
2022
Q3
$456K Hold
2022
Q2
$479K Buy
2022
Q1
$476K Buy