Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$542K Buy
2025
Q1
$416K Buy
2024
Q4
$423K Sell
2024
Q3
$449K Hold
2024
Q2
$449K Sell
2024
Q1
$376K Sell
2023
Q4
$360K Hold
2023
Q3
$289K Hold
2023
Q2
$302K Sell
2023
Q1
$286K Buy
2022
Q4
$234K Sell
2022
Q3
$249K Sell
2022
Q2
$270K Sell
2022
Q1
$342K Buy
2021
Q4
$387K Buy