Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$530K Hold
2025
Q1
$388K Hold
2024
Q4
$462K Hold
2024
Q3
$406K Hold
2024
Q2
$407K Hold
2024
Q1
$318K Hold
2023
Q4
$243K Hold
2023
Q3
$203K Hold
2023
Q2
$236K Buy
2023
Q1
$216K Buy
2022
Q2
Sell
2022
Q1
$251K Hold
2021
Q4
$290K Hold
2021
Q3
$269K Hold
2021
Q2
$290K Hold
2021
Q1
$285K Buy
2020
Q4
$253K Buy
2013
Q3
$39K Hold
2013
Q2
$43K Buy