Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$497K Hold
2025
Q1
$483K Hold
2024
Q4
$487K Hold
2024
Q3
$506K Hold
2024
Q2
$458K Sell
2024
Q1
$550K Hold
2023
Q4
$510K Hold
2023
Q3
$429K Sell
2023
Q2
$553K Hold
2023
Q1
$468K Hold
2022
Q4
$431K Hold
2022
Q3
$384K Hold
2022
Q2
$381K Hold
2022
Q1
$447K Hold
2021
Q4
$516K Buy
2021
Q1
$447K Buy