Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$360K Sell
2025
Q1
$393K Sell
2024
Q4
$449K Buy
2024
Q3
$418K Buy
2024
Q2
$377K Sell
2024
Q1
$308K Sell
2023
Q4
$346K Buy
2023
Q3
$306K Buy
2023
Q2
$347K Buy
2023
Q1
$293K Sell
2022
Q4
$253K Hold
2022
Q3
$253K Hold
2022
Q2
$250K Sell
2022
Q1
$326K Hold
2021
Q4
$331K Buy
2021
Q3
$264K Hold
2021
Q2
$256K Buy
2021
Q1
$229K Buy
2020
Q4
$239K Buy
2020
Q3
$202K Buy