Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$674K Hold
2025
Q1
$754K Sell
2024
Q4
$1.1M Buy
2024
Q3
$783K Buy
2024
Q2
$524K Hold
2024
Q1
$626K Hold
2023
Q4
$573K Buy
2023
Q3
Sell
2023
Q2
$205K Buy
2022
Q1
Sell
2021
Q4
$323K Hold
2021
Q3
$274K Hold
2021
Q2
$277K Buy