Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$746K Sell
2025
Q1
$704K Hold
2024
Q4
$911K Buy
2024
Q3
$936K Buy
2024
Q2
$965K Buy
2024
Q1
$701K Hold
2023
Q4
$473K Buy
2023
Q3
$218K Hold
2023
Q2
$262K Buy
2022
Q2
Sell
2022
Q1
$155K Hold
2021
Q4
$227K Hold
2021
Q3
$389K Buy
2021
Q2
$309K Buy