Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$566K Hold
2025
Q1
$477K Hold
2024
Q4
$422K Hold
2024
Q3
$424K Sell
2024
Q2
$416K Hold
2024
Q1
$460K Sell
2023
Q4
$511K Hold
2023
Q3
$438K Hold
2023
Q2
$418K Hold
2023
Q1
$410K Hold
2022
Q4
$440K Hold
2022
Q3
$371K Hold
2022
Q2
$441K Sell
2022
Q1
$466K Hold
2021
Q4
$487K Sell
2021
Q3
$544K Hold
2021
Q2
$574K Hold
2021
Q1
$522K Sell
2020
Q4
$519K Sell
2020
Q3
$543K Sell
2020
Q2
$658K Sell
2020
Q1
$644K Sell
2019
Q4
$1.09M Buy