Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$745K Hold
2025
Q1
$546K Hold
2024
Q4
$650K Hold
2024
Q3
$571K Hold
2024
Q2
$572K Hold
2024
Q1
$448K Hold
2023
Q4
$342K Hold
2023
Q3
$286K Hold
2023
Q2
$332K Sell
2023
Q1
$310K Hold
2022
Q4
$248K Hold
2022
Q3
$228K Hold
2022
Q2
$272K Hold
2022
Q1
$347K Hold
2021
Q4
$401K Hold
2021
Q3
$372K Hold
2021
Q2
$400K Hold
2021
Q1
$394K Hold
2020
Q4
$363K Hold
2020
Q3
$270K Buy