Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$399K Hold
2025
Q1
$415K Hold
2024
Q4
$371K Hold
2024
Q3
$344K Hold
2024
Q2
$330K Hold
2024
Q1
$322K Hold
2023
Q4
$285K Hold
2023
Q3
$276K Sell
2023
Q2
$322K Buy
2023
Q1
$267K Hold
2022
Q4
$254K Hold
2022
Q3
$233K Hold
2022
Q2
$226K Hold
2022
Q1
$257K Hold
2021
Q4
$229K Hold
2021
Q3
$221K Hold
2021
Q2
$229K Buy