Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$880K Hold
2025
Q1
$985K Buy
2024
Q4
$844K Hold
2024
Q3
$813K Hold
2024
Q2
$690K Hold
2024
Q1
$784K Hold
2023
Q4
$684K Hold
2023
Q3
$762K Hold
2023
Q2
$811K Hold
2023
Q1
$741K Sell
2022
Q4
$721K Hold
2022
Q3
$643K Buy
2022
Q2
$607K Sell
2022
Q1
$738K Buy
2021
Q4
$666K Hold
2021
Q3
$633K Buy
2021
Q2
$494K Buy
2021
Q1
$427K Buy
2020
Q4
$323K Buy
2020
Q3
$244K Buy