Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$552K Hold
2025
Q1
$574K Hold
2024
Q4
$491K Hold
2024
Q3
$517K Sell
2024
Q2
$734K Buy
2024
Q1
$673K Sell
2023
Q4
$672K Sell
2023
Q3
$658K Buy
2023
Q2
$606K Sell
2023
Q1
$579K Sell
2022
Q4
$583K Buy
2022
Q3
$416K Sell
2022
Q2
$447K Buy