Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$597K Hold
2025
Q1
$509K Hold
2024
Q4
$620K Hold
2024
Q3
$508K Hold
2024
Q2
$502K Hold
2024
Q1
$577K Hold
2023
Q4
$414K Hold
2023
Q3
$353K Sell
2023
Q2
$299K Buy
2022
Q4
Sell
2022
Q3
$233K Hold
2022
Q2
$252K Hold
2022
Q1
$381K Buy
2021
Q3
Sell
2021
Q2
$337K Buy
2021
Q1
$280K Buy
2020
Q4
$268K Buy