Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$588K Sell
2025
Q1
$544K Buy
2024
Q4
$526K Buy
2024
Q3
$611K Buy
2024
Q2
$612K Buy
2024
Q1
$582K Buy
2023
Q4
$514K Buy
2023
Q3
$408K Buy
2023
Q2
$504K Buy
2023
Q1
$467K Buy
2022
Q4
$493K Hold
2022
Q3
$390K Hold
2022
Q2
$349K Hold
2022
Q1
$380K Hold
2021
Q4
$535K Hold
2021
Q3
$551K Hold
2021
Q2
$535K Buy