Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$870K Buy
2025
Q1
$941K Hold
2024
Q4
$1.06M Sell
2024
Q3
$1.01M Sell
2024
Q2
$935K Buy
2024
Q1
$656K Buy
2023
Q4
$715K Buy
2023
Q3
$578K Buy
2023
Q2
$613K Sell
2023
Q1
$526K Hold
2022
Q4
$414K Hold
2022
Q3
$441K Hold
2022
Q2
$436K Buy
2022
Q1
$524K Hold
2021
Q4
$533K Hold
2021
Q3
$425K Hold
2021
Q2
$411K Hold
2021
Q1
$401K Buy
2020
Q4
$326K Buy