Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$780K Hold
2025
Q1
$780K Buy
2024
Q4
$642K Buy
2024
Q3
$480K Sell
2024
Q2
$509K Buy
2024
Q1
$539K Sell
2023
Q4
$519K Buy
2023
Q3
Sell
2023
Q2
$483K Sell
2023
Q1
$464K Buy
2022
Q4
$441K Buy
2022
Q3
$375K Sell
2022
Q2
$446K Buy
2022
Q1
$497K Buy
2021
Q4
$402K Buy