Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$525K Hold
2025
Q1
$443K Buy
2024
Q4
$307K Buy
2024
Q3
$284K Sell
2024
Q2
$272K Sell
2024
Q1
$390K Buy
2023
Q4
$238K Sell
2023
Q3
$272K Sell
2023
Q2
$317K Buy
2023
Q1
$331K Hold
2022
Q4
$323K Buy
2022
Q3
$304K Sell
2022
Q2
$311K Buy