Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$648K Hold
2024
Q4
$585K Buy
2024
Q3
$550K Hold
2024
Q2
$491K Hold
2024
Q1
$456K Hold
2023
Q4
$429K Hold
2023
Q3
$427K Hold
2023
Q2
$456K Hold
2023
Q1
$390K Hold
2022
Q4
$376K Hold
2022
Q3
$325K Hold
2022
Q2
$383K Hold
2022
Q1
$440K Hold
2021
Q4
$487K Hold
2021
Q3
$448K Hold
2021
Q2
$385K Buy