Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$616K Hold
2025
Q1
$467K Hold
2024
Q4
$433K Sell
2024
Q3
$612K Sell
2024
Q2
$667K Hold
2024
Q1
$565K Sell
2023
Q4
$472K Hold
2023
Q3
$372K Buy
2023
Q2
$377K Sell
2023
Q1
$318K Buy
2022
Q4
$297K Sell
2022
Q3
$242K Buy
2022
Q1
Sell
2021
Q4
$205K Buy