Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$350K Buy
2025
Q1
$313K Hold
2024
Q4
$276K Hold
2024
Q3
$323K Buy
2024
Q2
$258K Buy
2024
Q1
$367K Sell
2023
Q4
$448K Buy
2023
Q3
$316K Sell
2023
Q2
$308K Buy
2023
Q1
$285K Buy
2022
Q3
Sell
2022
Q2
$245K Sell
2022
Q1
$363K Sell
2021
Q4
$385K Sell
2021
Q3
$428K Buy
2021
Q2
$431K Buy
2021
Q1
$510K Buy
2020
Q4
$475K Buy