Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$533K Hold
2024
Q4
$638K Sell
2024
Q3
$981K Buy
2024
Q2
$954K Hold
2024
Q1
$1.02M Buy
2023
Q4
$470K Hold
2023
Q3
$409K Hold
2023
Q2
$416K Hold
2023
Q1
$355K Hold
2022
Q4
$323K Hold
2022
Q3
$305K Hold
2022
Q2
$360K Sell
2022
Q1
$488K Buy
2021
Q4
$515K Buy