Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$698K Hold
2025
Q1
$791K Hold
2024
Q4
$877K Hold
2024
Q3
$1M Hold
2024
Q2
$1.09M Hold
2024
Q1
$1.16M Hold
2023
Q4
$961K Sell
2023
Q3
$1.22M Hold
2023
Q2
$1.37M Hold
2023
Q1
$1.27M Hold
2022
Q4
$1.32M Hold
2022
Q3
$1.02M Buy
2022
Q2
$852K Hold
2022
Q1
$767K Hold
2021
Q4
$716K Buy
2021
Q2
$466K Sell
2021
Q1
$462K Hold
2020
Q4
$490K Buy