Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$608K Sell
2025
Q1
$537K Sell
2024
Q4
$787K Hold
2024
Q3
$733K Hold
2024
Q2
$645K Hold
2024
Q1
$624K Hold
2023
Q4
$494K Hold
2023
Q3
$414K Hold
2023
Q2
$438K Buy
2023
Q1
$400K Hold
2022
Q4
$326K Hold
2022
Q3
$257K Buy
2022
Q2
$226K Hold
2022
Q1
$277K Hold
2021
Q4
$349K Hold
2021
Q3
$337K Hold
2021
Q2
$350K Sell
2021
Q1
$383K Sell
2020
Q4
$574K Buy