Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$724K Hold
2025
Q1
$736K Sell
2024
Q4
$764K Hold
2024
Q3
$822K Hold
2024
Q2
$835K Buy
2024
Q1
$618K Hold
2023
Q4
$722K Hold
2023
Q3
$533K Hold
2023
Q2
$462K Hold
2023
Q1
$366K Buy
2022
Q4
$453K Hold
2022
Q3
$389K Hold
2022
Q2
$282K Buy
2022
Q1
$363K Buy
2021
Q4
$293K Sell
2021
Q3
$491K Buy