Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$511K Buy
2025
Q1
$303K Hold
2024
Q4
$282K Hold
2024
Q3
$282K Sell
2024
Q2
$221K Sell
2024
Q1
$229K Hold
2023
Q4
$236K Hold
2023
Q3
$202K Sell
2023
Q2
$224K Buy
2023
Q1
Sell
2022
Q4
$235K Hold
2022
Q3
$217K Buy
2022
Q2
$244K Hold
2022
Q1
$280K Hold
2021
Q4
$334K Hold
2021
Q3
$330K Sell
2021
Q2
$380K Sell
2021
Q1
$374K Buy
2020
Q4
$329K Buy