Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$668K Hold
2025
Q1
$490K Sell
2024
Q4
$632K Hold
2024
Q3
$556K Sell
2024
Q2
$608K Hold
2024
Q1
$476K Hold
2023
Q4
$364K Hold
2023
Q3
$304K Hold
2023
Q2
$353K Hold
2023
Q1
$326K Hold
2022
Q4
$261K Hold
2022
Q3
$240K Buy