Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Hold
2025
Q1
$910K Sell
2024
Q4
$918K Buy
2024
Q3
$969K Hold
2024
Q2
$975K Sell
2024
Q1
$995K Buy
2023
Q4
$1.03M Hold
2023
Q3
$858K Hold
2023
Q2
$938K Hold
2023
Q1
$983K Hold
2022
Q4
$989K Hold
2022
Q3
$1.1M Hold
2022
Q2
$1.13M Hold
2022
Q1
$1.15M Hold
2021
Q4
$1M Hold
2021
Q3
$1.04M Hold
2021
Q2
$902K Hold
2021
Q1
$1.06M Hold
2020
Q4
$951K Hold
2020
Q3
$701K Buy