Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$616K Sell
2025
Q1
$527K Buy
2024
Q4
$488K Hold
2024
Q3
$388K Hold
2024
Q2
$369K Hold
2024
Q1
$332K Sell
2023
Q4
$269K Hold
2023
Q3
$209K Hold
2023
Q2
$244K Buy
2022
Q2
Sell
2022
Q1
$206K Buy
2021
Q4
$343K Sell
2021
Q3
$339K Sell
2021
Q2
$327K Hold
2021
Q1
$334K Hold
2020
Q4
$340K Buy