Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$640K Hold
2025
Q1
$555K Hold
2024
Q4
$560K Sell
2024
Q3
$625K Hold
2024
Q2
$544K Hold
2024
Q1
$582K Sell
2023
Q4
$457K Sell
2023
Q3
$407K Hold
2023
Q2
$449K Hold
2023
Q1
$372K Hold
2022
Q4
$294K Hold
2022
Q3
$258K Hold
2022
Q2
$252K Hold
2022
Q1
$304K Hold
2021
Q4
$355K Hold
2021
Q3
$288K Hold
2021
Q2
$283K Hold
2021
Q1
$288K Hold
2020
Q4
$315K Buy