Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$510K Sell
2025
Q1
$580K Hold
2024
Q4
$654K Hold
2024
Q3
$608K Sell
2024
Q2
$569K Buy
2024
Q1
$442K Sell
2023
Q4
$500K Sell
2023
Q3
$470K Hold
2023
Q2
$525K Hold
2023
Q1
$446K Hold
2022
Q4
$351K Hold
2022
Q3
$374K Sell
2022
Q2
$372K Sell
2022
Q1
$487K Sell
2021
Q4
$506K Buy