Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$778K Sell
2025
Q1
$842K Buy
2024
Q4
$729K Buy
2024
Q3
$1M Hold
2024
Q2
$850K Sell
2024
Q1
$933K Buy
2023
Q4
$884K Buy
2022
Q2
$660K Buy
2021
Q3
$598K Buy
2021
Q2
$608K Buy
2021
Q1
$590K Hold
2020
Q4
$679K Hold
2020
Q3
$588K Sell
2020
Q2
$535K Hold
2020
Q1
$590K Hold
2019
Q4
$635K Buy