Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Hold
2025
Q1
$494K Sell
2024
Q4
$637K Buy
2024
Q3
$645K Buy
2024
Q2
$490K Sell
2024
Q1
$558K Sell
2023
Q4
$538K Buy
2023
Q3
Sell
2023
Q2
$404K Hold
2023
Q1
$434K Sell
2022
Q4
$442K Hold
2022
Q3
$399K Sell
2022
Q2
$364K Buy