Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$535K Sell
2025
Q1
$533K Hold
2024
Q4
$651K Hold
2024
Q3
$650K Hold
2024
Q2
$615K Hold
2024
Q1
$614K Buy
2023
Q4
$473K Hold
2023
Q3
$419K Hold
2023
Q2
$395K Sell
2023
Q1
$345K Hold
2022
Q4
$316K Sell
2022
Q3
$268K Hold
2022
Q2
$253K Hold
2022
Q1
$305K Hold
2021
Q4
$347K Hold
2021
Q3
$300K Hold
2021
Q2
$298K Buy