Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$869K Hold
2025
Q1
$869K Hold
2024
Q4
$809K Hold
2024
Q3
$698K Hold
2024
Q2
$698K Sell
2024
Q1
$757K Hold
2023
Q4
$677K Hold
2023
Q3
$677K Hold
2023
Q2
$616K Hold
2023
Q1
$569K Hold
2022
Q4
$634K Hold
2022
Q3
$496K Hold
2022
Q2
$488K Buy
2022
Q1
$439K Buy
2021
Q4
$281K Hold
2021
Q3
$251K Hold
2021
Q2
$259K Hold
2021
Q1
$247K Hold
2020
Q4
$214K Buy