Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$785K Hold
2024
Q4
$941K Hold
2024
Q3
$861K Hold
2024
Q2
$831K Hold
2024
Q1
$974K Sell
2023
Q4
$1.07M Sell
2023
Q3
$787K Hold
2023
Q2
$890K Sell
2023
Q1
$639K Sell
2022
Q4
$850K Sell
2022
Q3
$960K Hold
2022
Q2
$996K Hold
2022
Q1
$1.02M Buy