Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$531K Hold
2025
Q1
$524K Hold
2024
Q4
$473K Hold
2024
Q3
$411K Hold
2024
Q2
$393K Hold
2024
Q1
$418K Hold
2023
Q4
$389K Hold
2023
Q3
$344K Hold
2023
Q2
$355K Sell
2023
Q1
$675K Buy
2022
Q4
$311K Hold
2022
Q3
$266K Hold
2022
Q2
$295K Hold
2022
Q1
$332K Hold
2021
Q4
$324K Buy