Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$410K Hold
2025
Q2
$396K Hold
2025
Q1
$406K Sell
2024
Q4
$454K Buy
2024
Q3
$413K Buy
2024
Q2
$429K Hold
2024
Q1
$517K Hold
2023
Q4
$420K Hold
2023
Q3
$354K Hold
2023
Q2
$349K Hold
2023
Q1
$305K Sell
2022
Q4
$283K Hold
2022
Q3
$233K Hold
2022
Q2
$229K Hold
2022
Q1
$245K Hold
2021
Q4
$250K Hold
2021
Q3
$219K Hold
2021
Q2
$248K Hold
2021
Q1
$258K Hold
2020
Q4
$242K Buy