Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$496K Sell
2025
Q1
$585K Hold
2024
Q4
$527K Hold
2024
Q3
$507K Hold
2024
Q2
$430K Hold
2024
Q1
$489K Hold
2023
Q4
$427K Hold
2023
Q3
$475K Hold
2023
Q2
$506K Hold
2023
Q1
$462K Hold
2022
Q4
$440K Hold
2022
Q3
$393K Buy
2022
Q2
$390K Hold
2022
Q1
$471K Buy
2020
Q2
Sell
2020
Q1
$320K Hold
2019
Q4
$403K Sell
2019
Q3
$407K Buy