Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$401K Hold
2025
Q1
$448K Hold
2024
Q4
$403K Hold
2024
Q3
$389K Hold
2024
Q2
$330K Hold
2024
Q1
$375K Hold
2023
Q4
$327K Sell
2023
Q3
$398K Hold
2023
Q2
$424K Buy
2023
Q1
$354K Hold
2022
Q4
$337K Hold
2022
Q3
$301K Hold
2022
Q2
$303K Hold
2022
Q1
$366K Sell
2021
Q4
$458K Buy
2021
Q3
$321K Hold
2021
Q2
$268K Hold
2021
Q1
$258K Hold
2020
Q4
$237K Buy