Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$481K Buy
2025
Q1
$491K Sell
2024
Q4
$555K Hold
2024
Q3
$582K Buy
2024
Q2
$698K Hold
2024
Q1
$875K Hold
2023
Q4
$771K Buy
2023
Q3
$550K Buy
2023
Q2
$580K Buy
2023
Q1
$667K Hold
2022
Q4
$478K Hold
2022
Q3
$587K Buy
2022
Q2
$718K Buy
2022
Q1
$918K Buy
2021
Q4
$806K Buy
2021
Q3
$732K Hold
2021
Q2
$892K Buy
2021
Q1
$496K Buy