Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$602K Sell
2025
Q1
$580K Sell
2024
Q4
$559K Sell
2024
Q3
$627K Hold
2024
Q2
$584K Hold
2024
Q1
$567K Hold
2023
Q4
$487K Hold
2023
Q3
$416K Hold
2023
Q2
$458K Hold
2023
Q1
$406K Hold
2022
Q4
$357K Buy
2022
Q2
Sell
2022
Q1
$229K Hold
2021
Q4
$304K Hold
2021
Q3
$270K Hold
2021
Q2
$267K Hold
2021
Q1
$277K Hold
2020
Q4
$280K Buy