Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$668K Sell
2025
Q1
$624K Hold
2024
Q4
$615K Sell
2024
Q3
$651K Hold
2024
Q2
$593K Buy
2024
Q1
$636K Hold
2023
Q4
$662K Hold
2023
Q3
$585K Sell
2023
Q2
$631K Buy
2023
Q1
$597K Hold
2022
Q4
$633K Buy