Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$372K Hold
2025
Q1
$422K Hold
2024
Q4
$468K Hold
2024
Q3
$534K Sell
2024
Q2
$584K Hold
2024
Q1
$623K Sell
2023
Q4
$527K Buy
2023
Q3
$496K Hold
2023
Q2
$556K Buy
2023
Q1
$491K Hold
2022
Q4
$512K Hold
2022
Q3
$398K Sell
2022
Q2
$473K Hold
2022
Q1
$426K Hold
2021
Q4
$398K Hold
2021
Q3
$390K Hold
2021
Q2
$404K Sell
2021
Q1
$400K Sell
2020
Q4
$429K Buy