Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$638K Sell
2025
Q1
$406K Buy
2024
Q4
$273K Hold
2024
Q3
$259K Hold
2024
Q2
$291K Hold
2024
Q1
$292K Sell
2023
Q4
$439K Sell
2023
Q3
$311K Sell
2023
Q2
$295K Hold
2023
Q1
$236K Hold
2022
Q4
$226K Buy
2022
Q3
$328K Buy
2022
Q2
$292K Buy
2022
Q1
$320K Buy
2021
Q4
$326K Sell
2021
Q3
$315K Sell
2021
Q2
$292K Buy