Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$358K Hold
2025
Q1
$271K Hold
2024
Q4
$279K Hold
2024
Q3
$405K Buy
2024
Q2
$476K Hold
2024
Q1
$462K Hold
2023
Q4
$451K Hold
2023
Q3
$431K Hold
2023
Q2
$581K Hold
2023
Q1
$616K Hold
2022
Q4
$716K Hold
2022
Q3
$704K Hold
2022
Q2
$532K Hold
2022
Q1
$587K Hold
2021
Q4
$590K Hold
2021
Q3
$634K Hold
2021
Q2
$627K Hold
2021
Q1
$753K Hold
2020
Q4
$625K Hold
2020
Q3
$519K Hold
2020
Q2
$385K Hold
2020
Q1
$362K Buy