Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$628K Hold
2025
Q1
$701K Hold
2024
Q4
$586K Hold
2024
Q3
$725K Hold
2024
Q2
$703K Hold
2024
Q1
$640K Hold
2023
Q4
$648K Sell
2023
Q3
$699K Hold
2023
Q2
$577K Hold
2023
Q1
$629K Hold
2022
Q4
$683K Hold
2022
Q3
$586K Hold
2022
Q2
$633K Hold
2022
Q1
$629K Hold
2021
Q4
$585K Hold
2021
Q3
$553K Buy
2021
Q2
Sell
2021
Q1
$647K Hold
2020
Q4
$598K Buy