Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$747K Sell
2025
Q1
$843K Sell
2024
Q4
$743K Hold
2024
Q3
$889K Hold
2024
Q2
$889K Hold
2024
Q1
$996K Hold
2023
Q4
$889K Sell
2023
Q3
$983K Buy
2023
Q2
$896K Buy
2023
Q1
$963K Buy
2022
Q4
$886K Hold
2022
Q3
$725K Hold
2022
Q2
$719K Hold
2022
Q1
$746K Buy
2021
Q4
$669K Buy