Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$910K Hold
2025
Q1
$1.03M Hold
2024
Q4
$871K Sell
2024
Q3
$1.03M Hold
2024
Q2
$893K Hold
2024
Q1
$948K Sell
2023
Q4
$808K Buy
2023
Q3
$704K Hold
2023
Q2
$636K Sell
2023
Q1
$787K Sell
2022
Q4
$809K Sell
2022
Q3
$714K Hold
2022
Q2
$814K Hold
2022
Q1
$862K Buy
2021
Q4
$382K Hold
2021
Q3
$305K Hold
2021
Q2
$318K Hold
2021
Q1
$306K Hold
2020
Q4
$303K Hold
2020
Q3
$249K Buy
2020
Q2
$255K Buy