Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$347K Hold
2025
Q1
$393K Hold
2024
Q4
$509K Hold
2024
Q3
$509K Hold
2024
Q2
$497K Hold
2024
Q1
$429K Hold
2023
Q4
$427K Hold
2023
Q3
$365K Hold
2023
Q2
$436K Hold
2023
Q1
$417K Hold
2022
Q4
$382K Hold
2022
Q3
$354K Hold
2022
Q2
$465K Hold
2022
Q1
$515K Sell
2021
Q4
$569K Hold
2021
Q3
$413K Hold
2021
Q2
$456K Sell
2021
Q1
$510K Hold
2020
Q4
$398K Buy