Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$645K Buy
2025
Q1
$509K Buy
2024
Q4
$664K Sell
2024
Q3
$434K Buy
2024
Q2
$325K Hold
2024
Q1
$289K Sell
2023
Q4
$445K Buy
2023
Q3
$399K Hold
2023
Q2
$418K Hold
2023
Q1
$331K Buy
2022
Q4
Sell
2022
Q3
$428K Buy
2022
Q2
$362K Buy