Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$562K Buy
2025
Q1
$616K Buy
2024
Q4
$515K Sell
2024
Q3
$642K Sell
2024
Q2
$629K Hold
2024
Q1
$625K Buy
2023
Q4
$577K Hold
2023
Q3
$533K Hold
2023
Q2
$440K Hold
2023
Q1
$479K Hold
2022
Q4
$521K Buy
2022
Q3
$285K Sell
2022
Q2
$311K Sell
2022
Q1
$314K Buy
2021
Q4
$288K Buy
2021
Q3
$269K Hold
2021
Q2
$308K Hold
2021
Q1
$315K Buy
2020
Q4
$294K Buy