Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$573K Hold
2025
Q1
$497K Hold
2024
Q4
$573K Hold
2024
Q3
$486K Sell
2024
Q2
$509K Sell
2024
Q1
$481K Buy
2023
Q4
$331K Hold
2023
Q3
$277K Sell
2023
Q2
$291K Buy
2023
Q1
$225K Buy
2022
Q4
Sell
2022
Q3
$246K Hold
2022
Q2
$232K Buy
2022
Q1
$300K Hold
2021
Q4
$307K Hold
2021
Q3
$302K Hold
2021
Q2
$316K Hold
2021
Q1
$309K Buy
2020
Q4
$254K Buy