Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Hold
2025
Q1
$257K Hold
2024
Q4
$226K Hold
2024
Q3
$239K Buy
2023
Q1
Sell
2022
Q4
$224K Hold
2022
Q3
$207K Hold
2022
Q2
$242K Hold
2022
Q1
$279K Hold
2021
Q4
$332K Hold
2021
Q3
$328K Hold
2021
Q2
$372K Hold
2021
Q1
$361K Hold
2020
Q4
$327K Sell
2020
Q3
$348K Hold
2020
Q2
$339K Sell
2020
Q1
$326K Hold
2019
Q4
$421K Buy