Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$926K Buy
2025
Q1
$576K Buy
2024
Q4
$709K Hold
2024
Q3
$641K Buy
2024
Q2
$647K Buy
2024
Q1
$451K Buy
2023
Q4
$244K Hold
2023
Q3
$214K Hold
2023
Q2
$208K Buy
2022
Q3
Sell
2022
Q2
$354K Buy
2022
Q1
Sell
2021
Q4
$733K Hold
2021
Q3
$516K Hold
2021
Q2
$500K Hold
2021
Q1
$334K Buy
2020
Q4
$281K Hold
2020
Q3
$292K Buy