Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$682K Hold
2025
Q1
$709K Hold
2024
Q4
$605K Hold
2024
Q3
$640K Hold
2024
Q2
$698K Sell
2024
Q1
$649K Buy
2023
Q4
$637K Sell
2023
Q3
$657K Buy
2023
Q2
$591K Hold
2023
Q1
$561K Hold
2022
Q4
$556K Sell
2022
Q3
$575K Buy