Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$526K Hold
2025
Q1
$542K Sell
2024
Q4
$579K Hold
2024
Q3
$656K Hold
2024
Q2
$629K Hold
2024
Q1
$665K Hold
2023
Q4
$638K Hold
2023
Q3
$684K Hold
2023
Q2
$854K Hold
2023
Q1
$870K Hold
2022
Q4
$792K Hold
2022
Q3
$754K Hold
2022
Q2
$736K Hold
2022
Q1
$741K Hold
2021
Q4
$662K Hold
2021
Q3
$579K Hold
2021
Q2
$596K Hold
2021
Q1
$541K Hold
2020
Q4
$521K Buy