Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$415K Sell
2025
Q1
$480K Sell
2024
Q4
$566K Hold
2024
Q3
$646K Buy
2024
Q2
$699K Hold
2024
Q1
$746K Sell
2023
Q4
$625K Sell
2023
Q3
$602K Buy
2023
Q2
$577K Buy