Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$506K Hold
2024
Q4
$539K Buy
2024
Q3
$509K Hold
2024
Q2
$514K Hold
2024
Q1
$519K Buy
2023
Q4
$572K Sell
2023
Q3
$501K Buy
2023
Q2
$554K Buy
2023
Q1
$557K Buy
2022
Q4
$404K Sell
2022
Q3
$393K Buy
2022
Q2
$411K Sell
2022
Q1
$593K Sell
2021
Q4
$753K Buy