Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$748K Hold
2025
Q1
$568K Hold
2024
Q4
$526K Hold
2024
Q3
$647K Hold
2024
Q2
$688K Hold
2024
Q1
$583K Hold
2023
Q4
$485K Hold
2023
Q3
$383K Hold
2023
Q2
$405K Hold
2023
Q1
$333K Hold
2022
Q4
$315K Hold
2022
Q3
$253K Hold
2022
Q2
$266K Hold
2022
Q1
$306K Hold
2021
Q4
$359K Buy
2021
Q3
$263K Sell
2021
Q2
$271K Buy
2021
Q1
$249K Buy