Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
2025
Q1
$389K Hold
2024
Q4
$373K Buy
2024
Q3
$328K Sell
2024
Q2
$297K Buy
2024
Q1
$290K Hold
2023
Q4
$293K Hold
2023
Q3
$312K Hold
2023
Q2
$301K Hold
2023
Q1
$304K Hold
2022
Q4
$277K Sell
2022
Q3
$255K Hold
2022
Q2
$272K Hold
2022
Q1
$355K Hold
2021
Q4
$404K Hold
2021
Q3
$347K Sell
2021
Q2
$423K Buy
2021
Q1
$366K Sell
2020
Q4
$387K Buy