Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$571K Hold
2025
Q1
$599K Hold
2024
Q4
$528K Hold
2024
Q3
$595K Hold
2024
Q2
$544K Hold
2024
Q1
$517K Hold
2023
Q4
$517K Sell
2023
Q3
$445K Sell
2023
Q2
$614K Hold
2023
Q1
$638K Hold
2022
Q4
$651K Hold
2022
Q3
$627K Buy
2022
Q1
$858K Hold
2021
Q4
$858K Hold
2021
Q3
$897K Hold
2021
Q2
$925K Buy