Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$549K Hold
2025
Q1
$425K Hold
2024
Q4
$394K Hold
2024
Q3
$484K Sell
2024
Q2
$598K Hold
2024
Q1
$506K Hold
2023
Q4
$421K Hold
2023
Q3
$333K Hold
2023
Q2
$352K Hold
2023
Q1
$289K Sell
2022
Q4
$330K Hold
2022
Q3
$265K Hold
2022
Q2
$279K Hold
2022
Q1
$320K Sell
2021
Q4
$505K Hold
2021
Q3
$393K Hold
2021
Q2
$381K Hold
2021
Q1
$388K Buy