Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$914K Sell
2025
Q1
$857K Buy
2024
Q4
$1.33M Buy
2024
Q3
$682K Hold
2024
Q2
$516K Hold
2024
Q1
$458K Sell
2023
Q4
$713K Hold
2023
Q3
$718K Hold
2023
Q2
$751K Buy
2023
Q1
$561K Buy
2022
Q4
$273K Hold
2022
Q3
$589K Hold
2022
Q2
$498K Hold
2022
Q1
$797K Hold
2021
Q4
$782K Hold
2021
Q3
$574K Hold
2021
Q2
$503K Hold
2021
Q1
$494K Hold
2020
Q4
$522K Hold
2020
Q3
$317K Sell
2020
Q2
$220K Buy