Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$520K Sell
2025
Q1
$887K Hold
2024
Q4
$1.39M Hold
2024
Q3
$1.35M Hold
2024
Q2
$1.17M Buy
2024
Q1
$1.4M Buy
2023
Q4
$1.14M Hold
2023
Q3
$896K Buy
2023
Q2
$804K Hold
2023
Q1
$811K Hold
2022
Q4
$692K Hold
2022
Q3
$566K Buy
2022
Q2
$545K Hold
2022
Q1
$964K Buy
2021
Q4
$890K Buy
2021
Q3
$474K Buy