Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$902K Hold
2025
Q1
$685K Hold
2024
Q4
$635K Hold
2024
Q3
$780K Hold
2024
Q2
$830K Hold
2024
Q1
$703K Hold
2023
Q4
$585K Hold
2023
Q3
$462K Hold
2023
Q2
$488K Hold
2023
Q1
$402K Hold
2022
Q4
$380K Sell
2022
Q3
$320K Hold
2022
Q2
$337K Hold
2022
Q1
$387K Hold
2021
Q4
$455K Sell
2021
Q3
$358K Hold
2021
Q2
$347K Hold
2021
Q1
$354K Hold
2020
Q4
$277K Hold
2020
Q3
$207K Hold
2020
Q2
$208K Buy