Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$730K Hold
2025
Q1
$608K Buy
2024
Q2
Sell
2024
Q1
$172K Sell
2023
Q4
$157K Hold
2023
Q3
$204K Sell
2023
Q2
$202K Hold
2023
Q1
$168K Hold
2022
Q4
$190K Hold
2022
Q3
$210K Buy
2022
Q2
$251K Buy
2022
Q1
$170K Buy
2021
Q4
$164K Sell
2021
Q3
$172K Sell
2021
Q2
$207K Sell
2021
Q1
$228K Sell
2020
Q4
$227K Sell
2020
Q3
$219K Sell
2020
Q2
$203K Sell
2020
Q1
$195K Buy
2019
Q4
$233K Buy