Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$459K Hold
2025
Q1
$375K Hold
2024
Q4
$584K Hold
2024
Q3
$378K Hold
2024
Q2
$286K Hold
2024
Q1
$254K Sell
2023
Q4
$382K Hold
2023
Q3
$384K Hold
2023
Q2
$402K Hold
2023
Q1
$319K Buy
2022
Q4
Sell
2022
Q3
$407K Hold
2022
Q2
$345K Buy
2022
Q1
$544K Sell
2021
Q4
$544K Buy
2021
Q3
$392K Hold
2021
Q2
$343K Hold
2021
Q1
$337K Sell
2020
Q4
$360K Buy