Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$742K Sell
2025
Q1
$917K Buy
2024
Q4
$749K Sell
2024
Q3
$862K Hold
2024
Q2
$943K Buy
2024
Q1
$643K Buy
2023
Q4
$623K Buy
2023
Q3
$423K Hold
2023
Q2
$397K Sell
2023
Q1
$385K Buy
2022
Q4
$221K Sell
2022
Q3
$211K Hold
2022
Q2
$221K Hold
2022
Q1
$232K Buy