Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$948K Hold
2025
Q1
$650K Hold
2024
Q4
$806K Hold
2024
Q3
$713K Hold
2024
Q2
$741K Hold
2024
Q1
$498K Sell
2023
Q4
$571K Hold
2023
Q3
$537K Hold
2023
Q2
$508K Hold
2023
Q1
$335K Hold
2022
Q4
$175K Hold
2022
Q3
$146K Buy
2022
Q1
$327K Hold
2021
Q4
$353K Hold
2021
Q3
$249K Buy