Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$558K Hold
2025
Q1
$558K Sell
2024
Q4
$541K Buy
2024
Q3
$642K Buy
2024
Q2
$604K Buy
2024
Q1
$538K Buy
2023
Q4
$476K Buy
2023
Q3
Sell
2023
Q2
$261K Buy
2023
Q1
$262K Sell
2022
Q4
$425K Buy
2022
Q3
$273K Sell
2022
Q2
$292K Buy
2022
Q1
$289K Buy
2021
Q4
$278K Buy