Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$493K Hold
2025
Q1
$427K Hold
2024
Q4
$447K Hold
2024
Q3
$428K Sell
2024
Q2
$829K Buy
2024
Q1
$260K Sell
2023
Q4
$992K Buy
2023
Q3
$830K Sell
2023
Q2
$861K Buy
2023
Q1
$646K Sell
2022
Q4
$926K Buy
2022
Q3
$393K Buy
2022
Q2
$370K Sell
2022
Q1
$945K Buy