Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$485K Sell
2025
Q1
$513K Sell
2024
Q4
$595K Sell
2024
Q3
$762K Hold
2024
Q2
$685K Sell
2024
Q1
$722K Sell
2023
Q4
$674K Sell
2023
Q3
$722K Hold
2023
Q2
$699K Hold
2023
Q1
$734K Hold
2022
Q4
$773K Sell
2022
Q3
$759K Hold
2022
Q2
$745K Hold
2022
Q1
$862K Hold
2021
Q4
$966K Buy
2021
Q3
$888K Hold
2021
Q2
$794K Hold
2021
Q1
$677K Sell
2020
Q4
$724K Buy