Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$552K Hold
2025
Q1
$497K Hold
2024
Q4
$518K Hold
2024
Q3
$417K Hold
2024
Q2
$389K Hold
2024
Q1
$344K Hold
2023
Q4
$370K Hold
2023
Q3
$388K Sell
2023
Q2
$752K Hold
2023
Q1
$660K Hold
2022
Q4
$706K Hold
2022
Q3
$577K Hold
2022
Q2
$555K Hold
2022
Q1
$768K Hold
2021
Q4
$1.56M Buy