Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$398K Sell
2025
Q1
$411K Sell
2024
Q4
$384K Buy
2024
Q3
$428K Sell
2024
Q2
$569K Buy
2024
Q1
$793K Buy
2023
Q4
$898K Buy
2023
Q3
$632K Hold
2023
Q2
$595K Hold
2023
Q1
$581K Buy
2022
Q4
$466K Buy