Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$510K Hold
2025
Q1
$338K Hold
2024
Q4
$392K Hold
2024
Q3
$342K Hold
2024
Q2
$301K Hold
2024
Q1
$292K Sell
2023
Q4
$418K Hold
2023
Q3
$370K Hold
2023
Q2
$380K Sell
2023
Q1
$338K Hold
2022
Q4
$316K Hold
2022
Q3
$246K Sell
2022
Q2
$235K Hold
2022
Q1
$301K Hold
2021
Q4
$297K Hold
2021
Q3
$287K Hold
2021
Q2
$290K Buy