Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$501K Sell
2025
Q1
$448K Hold
2024
Q4
$396K Hold
2024
Q3
$398K Hold
2024
Q2
$311K Buy
2024
Q1
$267K Sell
2023
Q4
$245K Sell
2023
Q3
$239K Sell
2023
Q2
$388K Sell
2023
Q1
$473K Buy
2022
Q4
$465K Hold
2022
Q3
$392K Sell
2022
Q2
$494K Buy
2019
Q4
$623K Buy