Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$608K Hold
2025
Q1
$583K Hold
2024
Q4
$623K Hold
2024
Q3
$637K Hold
2024
Q2
$599K Hold
2024
Q1
$588K Sell
2023
Q4
$627K Hold
2023
Q3
$569K Sell
2023
Q2
$623K Hold
2023
Q1
$641K Hold
2022
Q4
$571K Hold
2022
Q3
$509K Hold
2022
Q2
$564K Hold
2022
Q1
$582K Hold
2021
Q4
$766K Buy