Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$394K Hold
2025
Q1
$346K Hold
2024
Q4
$452K Hold
2024
Q3
$414K Hold
2024
Q2
$308K Hold
2024
Q1
$355K Hold
2023
Q4
$325K Hold
2023
Q3
$310K Hold
2023
Q2
$354K Hold
2023
Q1
$402K Hold
2022
Q4
$377K Hold
2022
Q3
$456K Hold
2022
Q2
$370K Buy
2022
Q1
$590K Buy
2021
Q4
$943K Hold
2021
Q3
$1.3M Hold
2021
Q2
$1.46M Hold
2021
Q1
$1.21M Hold
2020
Q4
$1.17M Hold
2020
Q3
$985K Hold
2020
Q2
$871K Sell
2020
Q1
$2.15M Buy