Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$628K Hold
2025
Q1
$516K Sell
2024
Q4
$606K Buy
2024
Q3
$569K Buy
2024
Q2
$470K Hold
2024
Q1
$523K Sell
2023
Q4
$647K Hold
2023
Q3
$581K Hold
2023
Q2
$593K Hold
2023
Q1
$590K Hold
2022
Q4
$595K Buy
2022
Q2
Sell
2022
Q1
$14K Sell
2021
Q4
$18K Buy